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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 | $41,559 | $52,580-21.0% | $71,671-42.0% | $70,126-40.7% |
| Participation rate | 92.7% | 60.9%+31.8pp | 68.7%+23.9pp | 69.5%+23.1pp |
| Annual return | 18.63% | 20.25%-1.6pp | 20.65%-2.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $843 | $1,616-47.8% | $2,460-65.7% | $2,343-64.0% |
| Participant deferral / active EE | $4,496 | $2,386+88.4% | $3,438+30.8% | $3,332+34.9% |
| Admin fee / account holder | $2,554 | $3,653-30.1% | $5,558-54.1% | $4,645-45.0% |