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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 | $62,912 | $86,940-27.6% | $102,434-38.6% | $80,935-22.3% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.4pp | 67.7%+25.3pp |
| Annual return | 16.02% | 18.89%-2.9pp | 29.46%-13.4pp | 35.66%-19.6pp |
| Employer contribution / active EE | $1,172 | $2,370-50.5% | $3,023-61.2% | $2,757-57.5% |
| Participant deferral / active EE | $3,047 | $4,121-26.1% | $5,055-39.7% | $4,299-29.1% |
| Admin fee / account holder | $12,631 | $8,047+57.0% | $9,462+33.5% | $6,924+82.4% |