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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 | $33,795 | $87,180-61.2% | $173,703-80.5% | $94,015-64.1% |
| Participation rate | 88.9% | 65.6%+23.3pp | 75.9%+13.0pp | 70.8%+18.1pp |
| Annual return | 19.55% | 14.17%+5.4pp | 17.46%+2.1pp | 17.84%+1.7pp |
| Employer contribution / active EE | $2,782 | $2,494+11.5% | $4,288-35.1% | $2,790-0.3% |
| Participant deferral / active EE | $3,941 | $3,343+17.9% | $4,854-18.8% | $4,249-7.3% |
| Admin fee / account holder | $1,688 | $7,506-77.5% | $15,562-89.2% | $8,951-81.1% |