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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 | $72,607-59.7% | $90,259-67.6% | $87,485-66.5% |
| Participation rate | 94.1% | 64.8%+29.3pp | 70.7%+23.4pp | 68.9%+25.2pp |
| Annual return | 21.18% | 18.59%+2.6pp | 18.88%+2.3pp | 26.06%-4.9pp |
| Employer contribution / active EE | $1,997 | $1,919+4.0% | $2,291-12.9% | $2,596-23.1% |
| Participant deferral / active EE | $5,181 | $3,055+69.6% | $3,827+35.4% | $4,274+21.2% |
| Admin fee / account holder | $1,050 | $5,947-82.3% | $7,267-85.6% | $7,775-86.5% |