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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 | $41,464 | $85,515-51.5% | $112,040-63.0% | $67,986-39.0% |
| Participation rate | 88.2% | 68.2%+20.0pp | 76.5%+11.7pp | 57.2%+31.0pp |
| Annual return | 22.31% | 29.68%-7.4pp | 24.52%-2.2pp | 31.67%-9.4pp |
| Employer contribution / active EE | $1,998 | $2,191-8.8% | $2,954-32.4% | $2,019-1.0% |
| Participant deferral / active EE | $6,136 | $4,014+52.9% | $5,098+20.4% | $3,358+82.7% |
| Admin fee / account holder | $2,211 | $3,774-41.4% | $12,098-81.7% | $3,203-31.0% |