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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 | $19,310 | $69,590-72.3% | $136,867-85.9% | $94,015-79.5% |
| Participation rate | 96.3% | 66.3%+30.0pp | 74.5%+21.8pp | 70.8%+25.5pp |
| Annual return | 17.57% | 19.62%-2.0pp | 42.97%-25.4pp | 17.84%-0.3pp |
| Employer contribution / active EE | $1,666 | $2,396-30.5% | $3,547-53.0% | $2,790-40.3% |
| Participant deferral / active EE | $3,646 | $3,437+6.1% | $4,924-25.9% | $4,249-14.2% |
| Admin fee / account holder | $2,352 | $8,912-73.6% | $10,340-77.3% | $8,951-73.7% |