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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 | $43,669 | $67,602-35.4% | $82,312-46.9% | $70,126-37.7% |
| Participation rate | 88.7% | 72.8%+15.9pp | 76.9%+11.8pp | 69.5%+19.2pp |
| Annual return | 24.38% | 21.57%+2.8pp | 25.88%-1.5pp | 73.15%-48.8pp |
| Employer contribution / active EE | $2,657 | $1,755+51.4% | $2,428+9.4% | $2,343+13.4% |
| Participant deferral / active EE | $3,198 | $2,987+7.1% | $3,706-13.7% | $3,332-4.0% |
| Admin fee / account holder | $1,259 | $4,512-72.1% | $5,608-77.6% | $4,645-72.9% |