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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 | $41,840 | $95,453-56.2% | $112,040-62.7% | $82,448-49.3% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.5%+13.5pp | 68.1%+21.9pp |
| Annual return | 17.65% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,583 | $2,318+11.4% | $2,954-12.6% | $2,551+1.2% |
| Participant deferral / active EE | $4,435 | $4,224+5.0% | $5,098-13.0% | $4,139+7.2% |
| Admin fee / account holder | $13,392 | $9,013+48.6% | $12,098+10.7% | $7,234+85.1% |