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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 | $40,190 | $81,358-50.6% | $155,556-74.2% | $80,959-50.4% |
| Participation rate | 98.1% | 66.3%+31.8pp | 78.2%+19.9pp | 67.7%+30.4pp |
| Annual return | 12.26% | 33.39%-21.1pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,888 | $3,106-39.2% | $4,675-59.6% | $2,757-31.5% |
| Participant deferral / active EE | $3,844 | $3,455+11.2% | $5,631-31.7% | $4,300-10.6% |
| Admin fee / account holder | $2,285 | $7,994-71.4% | $15,885-85.6% | $6,925-67.0% |