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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 | $32,251 | $81,457-60.4% | $103,378-68.8% | $80,911-60.1% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 13.08% | 25.58%-12.5pp | 24.91%-11.8pp | 35.63%-22.5pp |
| Employer contribution / active EE | $2,209 | $3,107-28.9% | $3,870-42.9% | $2,756-19.8% |
| Participant deferral / active EE | $4,760 | $3,871+23.0% | $5,058-5.9% | $4,297+10.8% |
| Admin fee / account holder | $854 | $6,717-87.3% | $8,401-89.8% | $6,935-87.7% |