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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,788 | $86,949-43.9% | $102,460-52.4% | $80,959-39.7% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.7%+24.6pp |
| Annual return | 10.44% | 18.89%-8.5pp | 29.47%-19.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,343 | $2,370-1.1% | $3,025-22.6% | $2,757-15.0% |
| Participant deferral / active EE | $4,532 | $4,121+10.0% | $5,056-10.4% | $4,300+5.4% |
| Admin fee / account holder | $1,155 | $8,048-85.6% | $9,460-87.8% | $6,925-83.3% |