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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 | $33,011 | $115,225-71.4% | $100,712-67.2% | $138,895-76.2% |
| Participation rate | 95.7% | 74.3%+21.3pp | 69.3%+26.4pp | 79.9%+15.7pp |
| Annual return | 16.43% | 40.35%-23.9pp | 33.27%-16.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,107 | $2,771-23.9% | $2,313-8.9% | $4,194-49.8% |
| Participant deferral / active EE | $4,795 | $4,699+2.0% | $4,085+17.4% | $6,396-25.0% |
| Admin fee / account holder | $1,168 | $10,844-89.2% | $9,256-87.4% | $12,562-90.7% |