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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 | $42,237 | $97,550-56.7% | $120,344-64.9% | $87,485-51.7% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.7%+9.3pp | 68.9%+17.1pp |
| Annual return | 14.76% | 18.41%-3.7pp | 20.30%-5.5pp | 26.06%-11.3pp |
| Employer contribution / active EE | $3,158 | $2,291+37.8% | $3,020+4.5% | $2,596+21.6% |
| Participant deferral / active EE | $4,072 | $4,230-3.7% | $5,135-20.7% | $4,274-4.7% |
| Admin fee / account holder | $16,129 | $9,543+69.0% | $12,742+26.6% | $7,775+107.4% |