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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 | $30,264 | $48,078-37.1% | $78,676-61.5% | $62,881-51.9% |
| Participation rate | 84.6% | 65.2%+19.4pp | 73.6%+11.1pp | 69.3%+15.3pp |
| Annual return | 10.73% | 31.36%-20.6pp | 62.19%-51.5pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,354 | $2,015+16.9% | $2,850-17.4% | $2,281+3.2% |
| Participant deferral / active EE | $4,630 | $2,587+78.9% | $3,517+31.6% | $3,203+44.5% |
| Admin fee / account holder | $2,767 | $3,206-13.7% | $4,510-38.6% | $4,296-35.6% |