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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 | $49,110 | $95,453-48.6% | $112,040-56.2% | $82,448-40.4% |
| Participation rate | 90.9% | 72.8%+18.2pp | 76.5%+14.4pp | 68.1%+22.8pp |
| Annual return | 15.25% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,507 | $2,318-35.0% | $2,954-49.0% | $2,551-40.9% |
| Participant deferral / active EE | $4,884 | $4,224+15.6% | $5,098-4.2% | $4,139+18.0% |
| Admin fee / account holder | $11,893 | $9,013+31.9% | $12,098-1.7% | $7,234+64.4% |