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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 | $33,876 | $81,504-58.4% | $102,437-66.9% | $80,959-58.2% |
| Participation rate | 93.1% | 66.9%+26.3pp | 74.5%+18.6pp | 67.7%+25.4pp |
| Annual return | 21.33% | 25.60%-4.3pp | 24.95%-3.6pp | 35.67%-14.3pp |
| Employer contribution / active EE | $2,094 | $3,104-32.5% | $3,871-45.9% | $2,757-24.0% |
| Participant deferral / active EE | $5,859 | $3,871+51.4% | $5,060+15.8% | $4,300+36.2% |
| Admin fee / account holder | $2,847 | $6,719-57.6% | $8,388-66.1% | $6,925-58.9% |