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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 | $41,980 | $47,848-12.3% | $81,473-48.5% | $70,124-40.1% |
| Participation rate | 71.9% | 58.3%+13.6pp | 68.0%+3.9pp | 69.5%+2.3pp |
| Annual return | 17.04% | 27.25%-10.2pp | 38.78%-21.7pp | 73.14%-56.1pp |
| Employer contribution / active EE | $861 | $1,527-43.6% | $2,568-66.5% | $2,342-63.2% |
| Participant deferral / active EE | $3,912 | $2,453+59.5% | $3,537+10.6% | $3,332+17.4% |
| Admin fee / account holder | $5,789 | $3,145+84.1% | $4,561+26.9% | $4,645+24.6% |