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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 | $77,896-56.6% | $134,172-74.8% | $82,448-59.0% |
| Participation rate | 88.9% | 62.8%+26.1pp | 72.5%+16.4pp | 68.1%+20.8pp |
| Annual return | 19.55% | 18.21%+1.3pp | 25.30%-5.8pp | 41.64%-22.1pp |
| Employer contribution / active EE | $2,782 | $2,159+28.8% | $3,420-18.7% | $2,551+9.1% |
| Participant deferral / active EE | $3,941 | $3,162+24.6% | $4,690-16.0% | $4,139-4.8% |
| Admin fee / account holder | $1,688 | $6,336-73.4% | $12,016-85.9% | $7,234-76.7% |