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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 | $35,773 | $72,273-50.5% | $101,275-64.7% | $79,856-55.2% |
| Participation rate | 88.5% | 68.5%+20.0pp | 75.8%+12.7pp | 69.6%+18.8pp |
| Annual return | 15.62% | 22.30%-6.7pp | 46.48%-30.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,693 | $2,691-37.1% | $3,660-53.7% | $2,471-31.5% |
| Participant deferral / active EE | $3,959 | $3,282+20.6% | $4,371-9.4% | $3,741+5.8% |
| Admin fee / account holder | $724 | $4,401-83.6% | $5,948-87.8% | $5,306-86.4% |