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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 | $32,787 | $106,524-69.2% | $152,301-78.5% | $87,485-62.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 18.31% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $4,302 | $3,371+27.6% | $4,624-7.0% | $2,596+65.7% |
| Participant deferral / active EE | $5,561 | $6,525-14.8% | $8,004-30.5% | $4,274+30.1% |
| Admin fee / account holder | $1,630 | $8,287-80.3% | $14,398-88.7% | $7,775-79.0% |