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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 | $20,032 | $73,787-72.9% | $98,716-79.7% | $82,448-75.7% |
| Participation rate | 96.2% | 61.4%+34.7pp | 69.3%+26.9pp | 68.1%+28.1pp |
| Annual return | 37.88% | 18.57%+19.3pp | 31.81%+6.1pp | 41.64%-3.8pp |
| Employer contribution / active EE | $1,655 | $1,511+9.5% | $2,279-27.4% | $2,551-35.1% |
| Participant deferral / active EE | $3,488 | $3,081+13.2% | $4,048-13.8% | $4,139-15.7% |
| Admin fee / account holder | $1,891 | $6,500-70.9% | $8,703-78.3% | $7,234-73.9% |