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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 | $35,452 | $80,983-56.2% | $96,544-63.3% | $75,177-52.8% |
| Participation rate | 79.4% | 71.8%+7.6pp | 76.0%+3.4pp | 67.2%+12.2pp |
| Annual return | 20.68% | 27.05%-6.4pp | 25.88%-5.2pp | 160.75%-140.1pp |
| Employer contribution / active EE | $3,205 | $2,282+40.4% | $2,966+8.0% | $2,671+20.0% |
| Participant deferral / active EE | $6,706 | $3,929+70.7% | $4,851+38.2% | $4,126+62.5% |
| Admin fee / account holder | $2,955 | $6,717-56.0% | $8,254-64.2% | $5,651-47.7% |