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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 | $34,512 | $56,894-39.3% | $84,753-59.3% | $62,881-45.1% |
| Participation rate | 89.7% | 68.5%+21.1pp | 76.6%+13.1pp | 69.3%+20.4pp |
| Annual return | 8.52% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,845 | $2,400+18.6% | $3,574-20.4% | $2,281+24.7% |
| Participant deferral / active EE | $1,521 | $2,709-43.9% | $3,712-59.0% | $3,203-52.5% |
| Admin fee / account holder | $4,131 | $3,581+15.4% | $5,333-22.5% | $4,296-3.8% |