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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 | $54,182 | $106,588-49.2% | $94,215-42.5% | $155,188-65.1% |
| Participation rate | 90.0% | 74.3%+15.7pp | 70.0%+20.0pp | 80.8%+9.2pp |
| Annual return | 13.36% | 29.39%-16.0pp | 28.22%-14.9pp | 148.84%-135.5pp |
| Employer contribution / active EE | $1,756 | $3,080-43.0% | $2,675-34.4% | $4,248-58.7% |
| Participant deferral / active EE | $4,724 | $4,802-1.6% | $4,276+10.5% | $6,531-27.7% |
| Admin fee / account holder | $916 | $12,281-92.5% | $10,216-91.0% | $14,480-93.7% |