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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 | $20,620 | $81,331-74.6% | $155,534-86.7% | $80,935-74.5% |
| Participation rate | 93.5% | 66.3%+27.3pp | 78.2%+15.3pp | 67.7%+25.9pp |
| Annual return | 10.63% | 33.37%-22.7pp | 64.92%-54.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $3,354 | $3,105+8.0% | $4,675-28.3% | $2,757+21.7% |
| Participant deferral / active EE | $2,426 | $3,454-29.8% | $5,630-56.9% | $4,299-43.6% |
| Admin fee / account holder | $10,350 | $7,999+29.4% | $15,900-34.9% | $6,924+49.5% |