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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 | $36,930 | $67,411-45.2% | $91,004-59.4% | $70,126-47.3% |
| Participation rate | 92.2% | 71.4%+20.8pp | 75.6%+16.6pp | 69.5%+22.7pp |
| Annual return | 17.22% | -40.16%+57.4pp | 4.60%+12.6pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,659 | $1,786+48.9% | $2,456+8.3% | $2,343+13.5% |
| Participant deferral / active EE | $2,775 | $2,823-1.7% | $3,548-21.8% | $3,332-16.7% |
| Admin fee / account holder | $2,824 | $4,236-33.3% | $5,417-47.9% | $4,645-39.2% |