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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 | $36,823 | $86,330-57.3% | $121,871-69.8% | $94,015-60.8% |
| Participation rate | 95.2% | 66.7%+28.6pp | 73.2%+22.0pp | 70.8%+24.4pp |
| Annual return | 18.33% | 14.95%+3.4pp | 13.57%+4.8pp | 17.84%+0.5pp |
| Employer contribution / active EE | $1,783 | $2,292-22.2% | $2,731-34.7% | $2,790-36.1% |
| Participant deferral / active EE | $4,171 | $3,146+32.6% | $4,318-3.4% | $4,249-1.8% |
| Admin fee / account holder | $2,127 | $7,346-71.0% | $11,551-81.6% | $8,951-76.2% |