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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 | $35,887 | $72,492-50.5% | $87,102-58.8% | $72,983-50.8% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 16.82% | 24.46%-7.6pp | 28.19%-11.4pp | 81.01%-64.2pp |
| Employer contribution / active EE | $3,045 | $1,894+60.8% | $2,521+20.8% | $2,440+24.8% |
| Participant deferral / active EE | $5,873 | $3,270+79.6% | $4,048+45.1% | $3,608+62.8% |
| Admin fee / account holder | $4,951 | $5,055-2.1% | $7,491-33.9% | $5,124-3.4% |