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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 | $28,154 | $115,225-75.6% | $100,712-72.0% | $138,895-79.7% |
| Participation rate | 94.7% | 74.3%+20.4pp | 69.3%+25.5pp | 79.9%+14.8pp |
| Annual return | 14.64% | 40.35%-25.7pp | 33.27%-18.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,365 | $2,771+21.4% | $2,313+45.5% | $4,194-19.8% |
| Participant deferral / active EE | $4,563 | $4,699-2.9% | $4,085+11.7% | $6,396-28.7% |
| Admin fee / account holder | $9,649 | $10,844-11.0% | $9,256+4.2% | $12,562-23.2% |