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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 | $33,062 | $58,493-43.5% | $84,021-60.7% | $72,975-54.7% |
| Participation rate | 84.0% | 61.2%+22.8pp | 69.0%+15.0pp | 69.5%+14.5pp |
| Annual return | 18.87% | 28.93%-10.1pp | 71.32%-52.4pp | 81.01%-62.1pp |
| Employer contribution / active EE | $2,459 | $1,163+111.4% | $1,984+23.9% | $2,440+0.8% |
| Participant deferral / active EE | $2,000 | $2,394-16.5% | $3,239-38.3% | $3,608-44.6% |
| Admin fee / account holder | $6,376 | $4,569+39.6% | $6,102+4.5% | $5,124+24.4% |