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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 | $34,299 | $32,037+7.1% | $69,182-50.4% | $62,881-45.5% |
| Participation rate | 87.8% | 43.4%+44.4pp | 55.1%+32.7pp | 69.3%+18.5pp |
| Annual return | 13.19% | 15.16%-2.0pp | -21.93%+35.1pp | 20.14%-6.9pp |
| Employer contribution / active EE | $888 | $679+30.7% | $1,206-26.4% | $2,281-61.1% |
| Participant deferral / active EE | $1,285 | $1,185+8.4% | $1,897-32.2% | $3,203-59.9% |
| Admin fee / account holder | $1,709 | $2,608-34.5% | $2,697-36.6% | $4,296-60.2% |