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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 | $29,284 | $67,894-56.9% | $89,340-67.2% | $82,448-64.5% |
| Participation rate | 94.1% | 64.0%+30.1pp | 69.6%+24.6pp | 68.1%+26.0pp |
| Annual return | 21.18% | 19.21%+2.0pp | 20.57%+0.6pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,997 | $1,828+9.2% | $2,231-10.5% | $2,551-21.7% |
| Participant deferral / active EE | $5,181 | $3,072+68.6% | $3,823+35.5% | $4,139+25.2% |
| Admin fee / account holder | $1,050 | $5,723-81.7% | $6,704-84.3% | $7,234-85.5% |