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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 | $28,488 | $76,551-62.8% | $123,894-77.0% | $62,881-54.7% |
| Participation rate | 81.4% | 73.0%+8.4pp | 81.4%-0.1pp | 69.3%+12.1pp |
| Annual return | 16.28% | 18.68%-2.4pp | 47.52%-31.2pp | 20.14%-3.9pp |
| Employer contribution / active EE | $2,731 | $2,882-5.2% | $4,617-40.8% | $2,281+19.7% |
| Participant deferral / active EE | $5,037 | $4,840+4.1% | $5,984-15.8% | $3,203+57.3% |
| Admin fee / account holder | $3,853 | $4,826-20.2% | $8,357-53.9% | $4,296-10.3% |