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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 | $31,202 | $55,713-44.0% | $75,901-58.9% | $72,975-57.2% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.3%+10.7pp | 69.5%+10.5pp |
| Annual return | 31.71% | 27.60%+4.1pp | 30.76%+0.9pp | 81.01%-49.3pp |
| Employer contribution / active EE | $2,069 | $1,687+22.6% | $2,501-17.3% | $2,440-15.2% |
| Participant deferral / active EE | $3,432 | $2,634+30.3% | $3,603-4.8% | $3,608-4.9% |
| Admin fee / account holder | $987 | $3,980-75.2% | $5,420-81.8% | $5,124-80.7% |