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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 | $43,850 | $184,014-76.2% | $161,149-72.8% | $138,895-68.4% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.8%+14.0pp | 79.9%+12.9pp |
| Annual return | 18.95% | 21.52%-2.6pp | 21.16%-2.2pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,622 | $5,055-67.9% | $4,360-62.8% | $4,194-61.3% |
| Participant deferral / active EE | $9,227 | $6,909+33.5% | $6,153+50.0% | $6,396+44.3% |
| Admin fee / account holder | $2,947 | $18,027-83.7% | $15,194-80.6% | $12,562-76.5% |