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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 | $33,214 | $74,535-55.4% | $100,712-67.0% | $82,637-59.8% |
| Participation rate | 90.0% | 61.2%+28.8pp | 69.3%+20.7pp | 68.1%+21.9pp |
| Annual return | 21.26% | 18.92%+2.3pp | 33.27%-12.0pp | 53.51%-32.2pp |
| Employer contribution / active EE | $1,148 | $1,503-23.6% | $2,313-50.3% | $2,552-55.0% |
| Participant deferral / active EE | $4,995 | $3,074+62.5% | $4,085+22.3% | $4,126+21.1% |
| Admin fee / account holder | $515 | $6,576-92.2% | $9,256-94.4% | $7,339-93.0% |