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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 | $28,476 | $58,627-51.4% | $76,735-62.9% | $82,448-65.5% |
| Participation rate | 85.3% | 63.2%+22.1pp | 69.5%+15.8pp | 68.1%+17.2pp |
| Annual return | 28.67% | 39.10%-10.4pp | 29.77%-1.1pp | 41.64%-13.0pp |
| Employer contribution / active EE | $3,262 | $1,729+88.7% | $2,454+32.9% | $2,551+27.9% |
| Participant deferral / active EE | $4,720 | $3,134+50.6% | $4,088+15.5% | $4,139+14.0% |
| Admin fee / account holder | $4,529 | $5,323-14.9% | $7,189-37.0% | $7,234-37.4% |