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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 | $32,269 | $72,012-55.2% | $185,808-82.6% | $79,860-59.6% |
| Participation rate | 94.9% | 65.8%+29.1pp | 78.0%+16.8pp | 69.6%+25.2pp |
| Annual return | 16.96% | 23.12%-6.2pp | 35.95%-19.0pp | 31.72%-14.8pp |
| Employer contribution / active EE | $2,072 | $1,965+5.5% | $4,086-49.3% | $2,471-16.2% |
| Participant deferral / active EE | $4,260 | $3,779+12.7% | $5,632-24.4% | $3,740+13.9% |
| Admin fee / account holder | $3,418 | $4,513-24.3% | $9,501-64.0% | $5,306-35.6% |