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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 | $30,022 | $86,938-65.5% | $102,423-70.7% | $80,925-62.9% |
| Participation rate | 87.9% | 72.4%+15.5pp | 76.5%+11.4pp | 67.7%+20.3pp |
| Annual return | 17.05% | 18.89%-1.8pp | 29.42%-12.4pp | 35.65%-18.6pp |
| Employer contribution / active EE | $1,884 | $2,369-20.5% | $3,023-37.7% | $2,756-31.6% |
| Participant deferral / active EE | $3,934 | $4,120-4.5% | $5,054-22.2% | $4,299-8.5% |
| Admin fee / account holder | $856 | $8,053-89.4% | $9,455-90.9% | $6,940-87.7% |