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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 | $30,243 | $73,787-59.0% | $98,716-69.4% | $82,448-63.3% |
| Participation rate | 83.6% | 61.4%+22.2pp | 69.3%+14.3pp | 68.1%+15.5pp |
| Annual return | 22.83% | 18.57%+4.3pp | 31.81%-9.0pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,705 | $1,511+12.8% | $2,279-25.2% | $2,551-33.2% |
| Participant deferral / active EE | $1,653 | $3,081-46.3% | $4,048-59.2% | $4,139-60.1% |
| Admin fee / account holder | $1,275 | $6,500-80.4% | $8,703-85.3% | $7,234-82.4% |