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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 | $33,560 | $73,955-54.6% | $96,520-65.2% | $75,181-55.4% |
| Participation rate | 89.7% | 66.4%+23.3pp | 74.3%+15.4pp | 67.2%+22.5pp |
| Annual return | 15.12% | 26.72%-11.6pp | 35.72%-20.6pp | 160.69%-145.6pp |
| Employer contribution / active EE | $3,229 | $2,930+10.2% | $3,739-13.6% | $2,671+20.9% |
| Participant deferral / active EE | $5,028 | $3,659+37.4% | $4,879+3.1% | $4,126+21.9% |
| Admin fee / account holder | $2,684 | $5,217-48.6% | $6,733-60.1% | $5,650-52.5% |