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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 | $29,020 | $69,444-58.2% | $92,985-68.8% | $87,485-66.8% |
| Participation rate | 84.0% | 63.3%+20.7pp | 69.5%+14.5pp | 68.9%+15.1pp |
| Annual return | 20.94% | 23.85%-2.9pp | 27.99%-7.1pp | 26.06%-5.1pp |
| Employer contribution / active EE | $2,611 | $1,917+36.2% | $2,662-1.9% | $2,596+0.6% |
| Participant deferral / active EE | $4,143 | $3,364+23.2% | $4,377-5.3% | $4,274-3.0% |
| Admin fee / account holder | $1,066 | $6,137-82.6% | $9,463-88.7% | $7,775-86.3% |