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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 | $33,474 | $56,894-41.2% | $84,753-60.5% | $62,881-46.8% |
| Participation rate | 87.0% | 68.5%+18.5pp | 76.6%+10.4pp | 69.3%+17.7pp |
| Annual return | 7.02% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $861 | $2,400-64.1% | $3,574-75.9% | $2,281-62.3% |
| Participant deferral / active EE | $4,309 | $2,709+59.1% | $3,712+16.1% | $3,203+34.5% |
| Admin fee / account holder | $1,402 | $3,581-60.8% | $5,333-73.7% | $4,296-67.4% |