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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 | $81,487-60.4% | $102,412-68.5% | $80,935-60.2% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.4pp | 67.7%+25.2pp |
| Annual return | 13.08% | 25.60%-12.5pp | 24.94%-11.9pp | 35.66%-22.6pp |
| Employer contribution / active EE | $2,209 | $3,103-28.8% | $3,870-42.9% | $2,757-19.9% |
| Participant deferral / active EE | $4,760 | $3,871+23.0% | $5,060-5.9% | $4,299+10.7% |
| Admin fee / account holder | $854 | $6,717-87.3% | $8,388-89.8% | $6,924-87.7% |