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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 | $106,864-69.3% | $147,318-77.7% | $82,637-60.3% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 18.31% | 27.49%-9.2pp | 70.43%-52.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $4,302 | $3,417+25.9% | $4,593-6.3% | $2,552+68.6% |
| Participant deferral / active EE | $5,561 | $6,496-14.4% | $7,906-29.7% | $4,126+34.8% |
| Admin fee / account holder | $1,630 | $8,415-80.6% | $13,708-88.1% | $7,339-77.8% |