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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 | $36,213 | $72,492-50.0% | $87,102-58.4% | $72,983-50.4% |
| Participation rate | 92.7% | 72.8%+19.9pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | 18.71% | 24.46%-5.8pp | 28.19%-9.5pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,807 | $1,894-4.6% | $2,521-28.3% | $2,440-25.9% |
| Participant deferral / active EE | $4,800 | $3,270+46.8% | $4,048+18.6% | $3,608+33.1% |
| Admin fee / account holder | $10,452 | $5,055+106.8% | $7,491+39.5% | $5,124+104.0% |