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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 | $32,740 | $67,602-51.6% | $82,312-60.2% | $70,126-53.3% |
| Participation rate | 94.9% | 72.8%+22.2pp | 76.9%+18.0pp | 69.5%+25.4pp |
| Annual return | 17.08% | 21.57%-4.5pp | 25.88%-8.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $2,543 | $1,755+44.9% | $2,428+4.7% | $2,343+8.6% |
| Participant deferral / active EE | $2,643 | $2,987-11.5% | $3,706-28.7% | $3,332-20.7% |
| Admin fee / account holder | $2,207 | $4,512-51.1% | $5,608-60.6% | $4,645-52.5% |