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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 | $30,593 | $63,949-52.2% | $129,031-76.3% | $94,015-67.5% |
| Participation rate | 97.2% | 63.4%+33.8pp | 73.4%+23.9pp | 70.8%+26.4pp |
| Annual return | 17.12% | 17.56%-0.4pp | 34.67%-17.5pp | 17.84%-0.7pp |
| Employer contribution / active EE | $2,374 | $1,865+27.3% | $3,226-26.4% | $2,790-14.9% |
| Participant deferral / active EE | $2,863 | $3,686-22.3% | $5,217-45.1% | $4,249-32.6% |
| Admin fee / account holder | $2,962 | $5,523-46.4% | $13,208-77.6% | $8,951-66.9% |