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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 | $34,565 | $81,487-57.6% | $102,412-66.2% | $80,935-57.3% |
| Participation rate | 88.8% | 66.8%+21.9pp | 74.5%+14.3pp | 67.7%+21.1pp |
| Annual return | 16.65% | 25.60%-8.9pp | 24.94%-8.3pp | 35.66%-19.0pp |
| Employer contribution / active EE | $915 | $3,103-70.5% | $3,870-76.4% | $2,757-66.8% |
| Participant deferral / active EE | $4,725 | $3,871+22.1% | $5,060-6.6% | $4,299+9.9% |
| Admin fee / account holder | $1,708 | $6,717-74.6% | $8,388-79.6% | $6,924-75.3% |