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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 | $22,782 | $45,082-49.5% | $69,464-67.2% | $72,975-68.8% |
| Participation rate | 94.5% | 68.5%+26.1pp | 74.6%+19.9pp | 69.5%+25.1pp |
| Annual return | 23.43% | 22.66%+0.8pp | 28.98%-5.6pp | 81.01%-57.6pp |
| Employer contribution / active EE | $2,631 | $2,055+28.0% | $2,779-5.4% | $2,440+7.8% |
| Participant deferral / active EE | $3,850 | $2,604+47.9% | $3,536+8.9% | $3,608+6.7% |
| Admin fee / account holder | $3,111 | $3,057+1.8% | $3,840-19.0% | $5,124-39.3% |