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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 | $20,263 | $69,444-70.8% | $92,985-78.2% | $87,485-76.8% |
| Participation rate | 89.5% | 63.3%+26.2pp | 69.5%+20.0pp | 68.9%+20.5pp |
| Annual return | 29.27% | 23.85%+5.4pp | 27.99%+1.3pp | 26.06%+3.2pp |
| Employer contribution / active EE | $3,001 | $1,917+56.5% | $2,662+12.7% | $2,596+15.6% |
| Participant deferral / active EE | $3,547 | $3,364+5.4% | $4,377-19.0% | $4,274-17.0% |
| Admin fee / account holder | $689 | $6,137-88.8% | $9,463-92.7% | $7,775-91.1% |