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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 | $39,234 | $114,712-65.8% | $173,730-77.4% | $87,485-55.2% |
| Participation rate | 85.4% | 73.0%+12.4pp | 79.6%+5.8pp | 68.9%+16.5pp |
| Annual return | 16.19% | 20.18%-4.0pp | 19.96%-3.8pp | 26.06%-9.9pp |
| Employer contribution / active EE | $2,213 | $2,904-23.8% | $4,577-51.7% | $2,596-14.8% |
| Participant deferral / active EE | $5,788 | $4,642+24.7% | $6,326-8.5% | $4,274+35.4% |
| Admin fee / account holder | $1,793 | $10,210-82.4% | $17,523-89.8% | $7,775-76.9% |