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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 | $32,708 | $59,804-45.3% | $81,982-60.1% | $79,856-59.0% |
| Participation rate | 88.4% | 61.6%+26.7pp | 69.3%+19.1pp | 69.6%+18.7pp |
| Annual return | 20.06% | 17.56%+2.5pp | 41.31%-21.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,709 | $1,713-0.2% | $2,498-31.6% | $2,471-30.8% |
| Participant deferral / active EE | $2,829 | $2,695+5.0% | $3,722-24.0% | $3,741-24.4% |
| Admin fee / account holder | $2,491 | $4,288-41.9% | $5,665-56.0% | $5,306-53.0% |