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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 | $38,582 | $76,834-49.8% | $108,359-64.4% | $87,485-55.9% |
| Participation rate | 82.1% | 61.7%+20.4pp | 70.1%+12.0pp | 68.9%+13.2pp |
| Annual return | 16.16% | 19.09%-2.9pp | 36.89%-20.7pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,995 | $1,556+28.2% | $2,399-16.8% | $2,596-23.1% |
| Participant deferral / active EE | $4,644 | $3,100+49.8% | $4,137+12.3% | $4,274+8.7% |
| Admin fee / account holder | $756 | $6,537-88.4% | $9,741-92.2% | $7,775-90.3% |