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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 | $30,087 | $63,773-52.8% | $81,286-63.0% | $80,925-62.8% |
| Participation rate | 92.7% | 63.9%+28.8pp | 69.5%+23.2pp | 67.7%+25.1pp |
| Annual return | 11.39% | 16.37%-5.0pp | 24.80%-13.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,827 | $1,979-7.7% | $2,463-25.8% | $2,756-33.7% |
| Participant deferral / active EE | $4,153 | $3,093+34.2% | $3,883+6.9% | $4,299-3.4% |
| Admin fee / account holder | $3,357 | $5,682-40.9% | $5,764-41.8% | $6,940-51.6% |