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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 | $34,141 | $78,013-56.2% | $178,449-80.9% | $80,911-57.8% |
| Participation rate | 98.8% | 65.7%+33.2pp | 77.1%+21.7pp | 67.6%+31.2pp |
| Annual return | 15.70% | 18.07%-2.4pp | 27.09%-11.4pp | 35.63%-19.9pp |
| Employer contribution / active EE | $3,123 | $2,287+36.6% | $3,951-21.0% | $2,756+13.3% |
| Participant deferral / active EE | $5,615 | $4,408+27.4% | $6,277-10.5% | $4,297+30.7% |
| Admin fee / account holder | $2,959 | $7,166-58.7% | $10,362-71.4% | $6,935-57.3% |