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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 | $48,706 | $86,949-44.0% | $102,460-52.5% | $80,959-39.8% |
| Participation rate | 82.7% | 72.4%+10.3pp | 76.5%+6.2pp | 67.7%+15.0pp |
| Annual return | 18.22% | 18.89%-0.7pp | 29.47%-11.3pp | 35.67%-17.5pp |
| Employer contribution / active EE | $2,939 | $2,370+24.0% | $3,025-2.9% | $2,757+6.6% |
| Participant deferral / active EE | $9,262 | $4,121+124.7% | $5,056+83.2% | $4,300+115.4% |
| Admin fee / account holder | $22,883 | $8,048+184.3% | $9,460+141.9% | $6,925+230.4% |