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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 | $41,001 | $56,054-26.9% | $171,082-76.0% | $62,881-34.8% |
| Participation rate | 97.0% | 62.9%+34.1pp | 76.7%+20.3pp | 69.3%+27.7pp |
| Annual return | 7.98% | 22.52%-14.5pp | 32.56%-24.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,393 | $1,731+38.3% | $4,002-40.2% | $2,281+4.9% |
| Participant deferral / active EE | $4,044 | $3,158+28.0% | $4,797-15.7% | $3,203+26.3% |
| Admin fee / account holder | $6,221 | $3,647+70.6% | $8,520-27.0% | $4,296+44.8% |