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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 | $38,232 | $57,828-33.9% | $117,039-67.3% | $70,126-45.5% |
| Participation rate | 90.7% | 67.1%+23.6pp | 77.2%+13.6pp | 69.5%+21.2pp |
| Annual return | 16.19% | 17.55%-1.4pp | 18.95%-2.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $824 | $1,816-54.6% | $3,785-78.2% | $2,343-64.8% |
| Participant deferral / active EE | $2,301 | $2,438-5.6% | $3,929-41.5% | $3,332-31.0% |
| Admin fee / account holder | $2,424 | $3,548-31.7% | $5,974-59.4% | $4,645-47.8% |