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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 | $80,855-58.2% | $153,416-78.0% | $86,983-61.1% |
| Participation rate | 88.9% | 64.1%+24.8pp | 74.3%+14.5pp | 69.5%+19.3pp |
| Annual return | 19.55% | 16.18%+3.4pp | 17.84%+1.7pp | 25.83%-6.3pp |
| Employer contribution / active EE | $2,782 | $2,308+20.5% | $3,764-26.1% | $2,584+7.6% |
| Participant deferral / active EE | $3,941 | $3,333+18.3% | $4,723-16.6% | $4,194-6.0% |
| Admin fee / account holder | $1,688 | $6,908-75.6% | $13,095-87.1% | $7,856-78.5% |