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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 | $33,119 | $56,894-41.8% | $84,753-60.9% | $62,881-47.3% |
| Participation rate | 91.0% | 68.5%+22.5pp | 76.6%+14.4pp | 69.3%+21.7pp |
| Annual return | 6.89% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,412 | $2,400+42.2% | $3,574-4.6% | $2,281+49.6% |
| Participant deferral / active EE | $2,340 | $2,709-13.6% | $3,712-36.9% | $3,203-26.9% |
| Admin fee / account holder | $1,009 | $3,581-71.8% | $5,333-81.1% | $4,296-76.5% |