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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 | $93,063-64.3% | $153,476-78.3% | $80,911-58.9% |
| Participation rate | 71.1% | 69.0%+2.1pp | 77.1%-6.0pp | 67.6%+3.5pp |
| Annual return | 20.29% | 19.95%+0.3pp | 15.66%+4.6pp | 35.63%-15.3pp |
| Employer contribution / active EE | $2,144 | $3,507-38.9% | $5,038-57.5% | $2,756-22.2% |
| Participant deferral / active EE | $4,718 | $5,180-8.9% | $6,759-30.2% | $4,297+9.8% |
| Admin fee / account holder | $4,243 | $8,891-52.3% | $12,729-66.7% | $6,935-38.8% |