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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 | $33,356 | $70,486-52.7% | $100,535-66.8% | $79,856-58.2% |
| Participation rate | 92.7% | 73.6%+19.0pp | 79.4%+13.3pp | 69.6%+23.0pp |
| Annual return | 29.78% | 21.90%+7.9pp | 30.90%-1.1pp | 31.71%-1.9pp |
| Employer contribution / active EE | $2,126 | $2,165-1.8% | $3,419-37.8% | $2,471-13.9% |
| Participant deferral / active EE | $5,459 | $5,182+5.4% | $6,271-12.9% | $3,741+45.9% |
| Admin fee / account holder | $4,124 | $4,480-8.0% | $8,085-49.0% | $5,306-22.3% |