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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 | $38,264 | $76,112-49.7% | $96,534-60.4% | $71,511-46.5% |
| Participation rate | 86.9% | 74.4%+12.5pp | 76.0%+10.9pp | 67.9%+18.9pp |
| Annual return | 20.31% | 22.81%-2.5pp | 25.88%-5.6pp | 28.86%-8.5pp |
| Employer contribution / active EE | $2,506 | $2,248+11.5% | $2,965-15.5% | $2,589-3.2% |
| Participant deferral / active EE | $4,398 | $4,217+4.3% | $4,851-9.3% | $4,291+2.5% |
| Admin fee / account holder | $481 | $2,708-82.2% | $8,253-94.2% | $1,588-69.7% |