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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 | $33,069 | $81,331-59.3% | $155,534-78.7% | $80,935-59.1% |
| Participation rate | 94.3% | 66.3%+28.0pp | 78.2%+16.1pp | 67.7%+26.6pp |
| Annual return | 13.54% | 33.37%-19.8pp | 64.92%-51.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $2,146 | $3,105-30.9% | $4,675-54.1% | $2,757-22.2% |
| Participant deferral / active EE | $6,662 | $3,454+92.9% | $5,630+18.3% | $4,299+55.0% |
| Admin fee / account holder | $4,994 | $7,999-37.6% | $15,900-68.6% | $6,924-27.9% |