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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 | $33,251 | $93,055-64.3% | $153,741-78.4% | $80,959-58.9% |
| Participation rate | 71.1% | 69.0%+2.1pp | 77.1%-6.0pp | 67.7%+3.4pp |
| Annual return | 20.29% | 19.97%+0.3pp | 15.71%+4.6pp | 35.67%-15.4pp |
| Employer contribution / active EE | $2,144 | $3,504-38.8% | $5,042-57.5% | $2,757-22.3% |
| Participant deferral / active EE | $4,718 | $5,172-8.8% | $6,757-30.2% | $4,300+9.7% |
| Admin fee / account holder | $4,243 | $8,881-52.2% | $12,749-66.7% | $6,925-38.7% |