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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 | $27,764 | $69,137-59.8% | $182,153-84.8% | $94,015-70.5% |
| Participation rate | 93.9% | 59.6%+34.3pp | 65.7%+28.2pp | 70.8%+23.1pp |
| Annual return | 16.30% | 21.34%-5.0pp | 35.04%-18.7pp | 17.84%-1.5pp |
| Employer contribution / active EE | $1,986 | $2,152-7.7% | $2,593-23.4% | $2,790-28.8% |
| Participant deferral / active EE | $4,617 | $2,665+73.3% | $3,776+22.3% | $4,249+8.6% |
| Admin fee / account holder | $4,085 | $11,615-64.8% | $9,477-56.9% | $8,951-54.4% |