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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 | $33,330 | $83,485-60.1% | $125,192-73.4% | $72,975-54.3% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.5%+22.5pp |
| Annual return | 26.11% | 25.77%+0.3pp | 43.79%-17.7pp | 81.01%-54.9pp |
| Employer contribution / active EE | $2,707 | $2,346+15.4% | $3,866-30.0% | $2,440+10.9% |
| Participant deferral / active EE | $4,101 | $3,586+14.4% | $4,937-16.9% | $3,608+13.7% |
| Admin fee / account holder | $1,577 | $5,518-71.4% | $9,704-83.8% | $5,124-69.2% |