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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 | $22,234 | $67,894-67.3% | $89,340-75.1% | $82,448-73.0% |
| Participation rate | 95.0% | 64.0%+31.0pp | 69.6%+25.4pp | 68.1%+26.9pp |
| Annual return | 20.98% | 19.21%+1.8pp | 20.57%+0.4pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,663 | $1,828-9.0% | $2,231-25.4% | $2,551-34.8% |
| Participant deferral / active EE | $3,773 | $3,072+22.8% | $3,823-1.3% | $4,139-8.8% |
| Admin fee / account holder | $6,037 | $5,723+5.5% | $6,704-9.9% | $7,234-16.6% |