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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 | $39,087 | $95,453-59.1% | $112,040-65.1% | $82,448-52.6% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.5%+17.3pp | 68.1%+25.7pp |
| Annual return | 21.37% | 23.92%-2.6pp | 24.52%-3.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,820 | $2,318+21.7% | $2,954-4.5% | $2,551+10.6% |
| Participant deferral / active EE | $3,238 | $4,224-23.3% | $5,098-36.5% | $4,139-21.8% |
| Admin fee / account holder | $1,024 | $9,013-88.6% | $12,098-91.5% | $7,234-85.8% |