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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 | $35,543 | $67,602-47.4% | $82,312-56.8% | $70,126-49.3% |
| Participation rate | 91.8% | 72.8%+19.1pp | 76.9%+14.9pp | 69.5%+22.3pp |
| Annual return | 20.78% | 21.57%-0.8pp | 25.88%-5.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $2,180 | $1,755+24.2% | $2,428-10.2% | $2,343-6.9% |
| Participant deferral / active EE | $3,162 | $2,987+5.9% | $3,706-14.7% | $3,332-5.1% |
| Admin fee / account holder | $829 | $4,512-81.6% | $5,608-85.2% | $4,645-82.1% |