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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 | $29,819 | $48,078-38.0% | $78,676-62.1% | $62,881-52.6% |
| Participation rate | 93.8% | 65.2%+28.5pp | 73.6%+20.2pp | 69.3%+24.4pp |
| Annual return | 8.76% | 31.36%-22.6pp | 62.19%-53.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $941 | $2,015-53.3% | $2,850-67.0% | $2,281-58.8% |
| Participant deferral / active EE | $2,753 | $2,587+6.4% | $3,517-21.7% | $3,203-14.0% |
| Admin fee / account holder | $5,928 | $3,206+84.9% | $4,510+31.4% | $4,296+38.0% |