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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 | $33,711 | $86,330-61.0% | $121,871-72.3% | $94,015-64.1% |
| Participation rate | 84.3% | 66.7%+17.7pp | 73.2%+11.1pp | 70.8%+13.5pp |
| Annual return | 10.67% | 14.95%-4.3pp | 13.57%-2.9pp | 17.84%-7.2pp |
| Employer contribution / active EE | $1,633 | $2,292-28.8% | $2,731-40.2% | $2,790-41.5% |
| Participant deferral / active EE | $3,783 | $3,146+20.2% | $4,318-12.4% | $4,249-11.0% |
| Admin fee / account holder | $14,067 | $7,346+91.5% | $11,551+21.8% | $8,951+57.1% |