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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 | $22,344 | $45,082-50.4% | $69,464-67.8% | $72,975-69.4% |
| Participation rate | 82.7% | 68.5%+14.2pp | 74.6%+8.1pp | 69.5%+13.2pp |
| Annual return | 24.21% | 22.66%+1.6pp | 28.98%-4.8pp | 81.01%-56.8pp |
| Employer contribution / active EE | $3,541 | $2,055+72.3% | $2,779+27.4% | $2,440+45.1% |
| Participant deferral / active EE | $3,627 | $2,604+39.3% | $3,536+2.6% | $3,608+0.5% |
| Admin fee / account holder | $3,960 | $3,057+29.5% | $3,840+3.1% | $5,124-22.7% |