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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 | $32,291 | $65,685-50.8% | $57,181-43.5% | $273,965-88.2% |
| Participation rate | 94.1% | 78.3%+15.8pp | 75.3%+18.8pp | 83.0%+11.1pp |
| Annual return | 8.69% | 21.99%-13.3pp | 14.59%-5.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $939 | $3,279-71.4% | $2,682-65.0% | $4,869-80.7% |
| Participant deferral / active EE | $1,723 | $3,781-54.4% | $3,096-44.4% | $5,287-67.4% |
| Admin fee / account holder | $4,637 | $4,835-4.1% | $3,139+47.7% | $10,132-54.2% |