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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 | $34,339 | $81,487-57.9% | $102,412-66.5% | $80,935-57.6% |
| Participation rate | 89.7% | 66.8%+22.9pp | 74.5%+15.2pp | 67.7%+22.1pp |
| Annual return | 12.09% | 25.60%-13.5pp | 24.94%-12.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $2,101 | $3,103-32.3% | $3,870-45.7% | $2,757-23.8% |
| Participant deferral / active EE | $3,179 | $3,871-17.9% | $5,060-37.2% | $4,299-26.1% |
| Admin fee / account holder | $10,596 | $6,717+57.7% | $8,388+26.3% | $6,924+53.0% |