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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 | $33,795 | $86,938-61.1% | $102,423-67.0% | $80,925-58.2% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.7%+16.3pp |
| Annual return | 11.51% | 18.89%-7.4pp | 29.42%-17.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,689 | $2,369-28.7% | $3,023-44.1% | $2,756-38.7% |
| Participant deferral / active EE | $3,388 | $4,120-17.8% | $5,054-33.0% | $4,299-21.2% |
| Admin fee / account holder | $6,603 | $8,053-18.0% | $9,455-30.2% | $6,940-4.9% |