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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 | $29,110 | $58,493-50.2% | $84,021-65.4% | $72,975-60.1% |
| Participation rate | 93.5% | 61.2%+32.3pp | 69.0%+24.5pp | 69.5%+24.1pp |
| Annual return | 23.45% | 28.93%-5.5pp | 71.32%-47.9pp | 81.01%-57.6pp |
| Employer contribution / active EE | $950 | $1,163-18.3% | $1,984-52.1% | $2,440-61.1% |
| Participant deferral / active EE | $1,961 | $2,394-18.1% | $3,239-39.5% | $3,608-45.6% |
| Admin fee / account holder | $2,047 | $4,569-55.2% | $6,102-66.5% | $5,124-60.1% |