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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 | $29,955 | $70,486-57.5% | $100,535-70.2% | $79,856-62.5% |
| Participation rate | 95.2% | 73.6%+21.6pp | 79.4%+15.8pp | 69.6%+25.6pp |
| Annual return | 18.13% | 21.90%-3.8pp | 30.90%-12.8pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,798 | $2,165+29.3% | $3,419-18.1% | $2,471+13.2% |
| Participant deferral / active EE | $5,243 | $5,182+1.2% | $6,271-16.4% | $3,741+40.2% |
| Admin fee / account holder | $1,609 | $4,480-64.1% | $8,085-80.1% | $5,306-69.7% |