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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 | $39,284 | $86,919-54.8% | $102,457-61.7% | $80,911-51.4% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.2pp |
| Annual return | 11.53% | 18.90%-7.4pp | 29.41%-17.9pp | 35.63%-24.1pp |
| Employer contribution / active EE | $746 | $2,368-68.5% | $3,022-75.3% | $2,756-72.9% |
| Participant deferral / active EE | $3,886 | $4,119-5.7% | $5,054-23.1% | $4,297-9.6% |
| Admin fee / account holder | $8,458 | $8,049+5.1% | $9,451-10.5% | $6,935+22.0% |