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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 | $33,209 | $83,485-60.2% | $125,192-73.5% | $72,975-54.5% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.8pp | 69.5%+24.1pp |
| Annual return | 24.52% | 25.77%-1.3pp | 43.79%-19.3pp | 81.01%-56.5pp |
| Employer contribution / active EE | $2,486 | $2,346+6.0% | $3,866-35.7% | $2,440+1.9% |
| Participant deferral / active EE | $3,373 | $3,586-5.9% | $4,937-31.7% | $3,608-6.5% |
| Admin fee / account holder | $2,341 | $5,518-57.6% | $9,704-75.9% | $5,124-54.3% |