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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 | $30,572 | $64,462-52.6% | $81,482-62.5% | $80,911-62.2% |
| Participation rate | 94.3% | 63.9%+30.4pp | 69.5%+24.8pp | 67.6%+26.6pp |
| Annual return | 15.32% | 16.35%-1.0pp | 24.79%-9.5pp | 35.63%-20.3pp |
| Employer contribution / active EE | $2,137 | $1,979+8.0% | $2,463-13.3% | $2,756-22.5% |
| Participant deferral / active EE | $3,181 | $3,094+2.8% | $3,885-18.1% | $4,297-26.0% |
| Admin fee / account holder | $1,977 | $5,678-65.2% | $5,761-65.7% | $6,935-71.5% |