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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 | $32,392 | $81,487-60.2% | $102,412-68.4% | $80,935-60.0% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 13.65% | 25.60%-11.9pp | 24.94%-11.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $4,972 | $3,103+60.2% | $3,870+28.5% | $2,757+80.4% |
| Participant deferral / active EE | $2,413 | $3,871-37.7% | $5,060-52.3% | $4,299-43.9% |
| Admin fee / account holder | $1,998 | $6,717-70.3% | $8,388-76.2% | $6,924-71.2% |