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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 | $41,092 | $86,919-52.7% | $102,457-59.9% | $80,911-49.2% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 12.89% | 18.90%-6.0pp | 29.41%-16.5pp | 35.63%-22.7pp |
| Employer contribution / active EE | $4,654 | $2,368+96.5% | $3,022+54.0% | $2,756+68.9% |
| Participant deferral / active EE | $5,478 | $4,119+33.0% | $5,054+8.4% | $4,297+27.5% |
| Admin fee / account holder | $5,322 | $8,049-33.9% | $9,451-43.7% | $6,935-23.3% |