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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 | $33,405 | $99,345-66.4% | $84,753-60.6% | $273,972-87.8% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 5.91% | 22.93%-17.0pp | 22.78%-16.9pp | 41.46%-35.5pp |
| Employer contribution / active EE | $3,235 | $4,214-23.2% | $3,574-9.5% | $4,869-33.5% |
| Participant deferral / active EE | $1,701 | $4,270-60.2% | $3,712-54.2% | $5,287-67.8% |
| Admin fee / account holder | $3,403 | $6,645-48.8% | $5,333-36.2% | $10,133-66.4% |