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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 | $79,132 | $86,949-9.0% | $102,460-22.8% | $80,959-2.3% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.7%+25.1pp |
| Annual return | 14.48% | 18.89%-4.4pp | 29.47%-15.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,641 | $2,370-30.7% | $3,025-45.7% | $2,757-40.5% |
| Participant deferral / active EE | $4,470 | $4,121+8.5% | $5,056-11.6% | $4,300+3.9% |
| Admin fee / account holder | $11,727 | $8,048+45.7% | $9,460+24.0% | $6,925+69.3% |