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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 | $44,443 | $145,431-69.4% | $211,142-79.0% | $87,485-49.2% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.3%+8.7pp | 68.9%+27.1pp |
| Annual return | 18.72% | 27.21%-8.5pp | 46.84%-28.1pp | 26.06%-7.3pp |
| Employer contribution / active EE | $3,028 | $4,662-35.0% | $6,442-53.0% | $2,596+16.6% |
| Participant deferral / active EE | $7,148 | $6,859+4.2% | $9,284-23.0% | $4,274+67.3% |
| Admin fee / account holder | $2,310 | $17,052-86.5% | $19,076-87.9% | $7,775-70.3% |