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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 | $32,695 | $78,423-58.3% | $95,964-65.9% | $79,856-59.1% |
| Participation rate | 89.7% | 73.5%+16.2pp | 77.1%+12.6pp | 69.6%+20.0pp |
| Annual return | 18.32% | 19.37%-1.1pp | 91.64%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,154 | $1,945+10.7% | $2,541-15.3% | $2,471-12.9% |
| Participant deferral / active EE | $3,588 | $3,440+4.3% | $4,167-13.9% | $3,741-4.1% |
| Admin fee / account holder | $833 | $5,622-85.2% | $6,797-87.7% | $5,306-84.3% |