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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 | $36,553 | $53,774-32.0% | $134,162-72.8% | $79,856-54.2% |
| Participation rate | 71.1% | 58.8%+12.3pp | 72.2%-1.1pp | 69.6%+1.5pp |
| Annual return | 20.76% | 19.01%+1.7pp | 36.35%-15.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,751 | $1,322+32.5% | $3,705-52.7% | $2,471-29.1% |
| Participant deferral / active EE | $3,206 | $2,420+32.5% | $3,500-8.4% | $3,741-14.3% |
| Admin fee / account holder | $2,022 | $3,985-49.2% | $6,685-69.8% | $5,306-61.9% |