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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 | $36,157 | $76,551-52.8% | $123,894-70.8% | $62,881-42.5% |
| Participation rate | 86.0% | 73.0%+13.0pp | 81.4%+4.6pp | 69.3%+16.7pp |
| Annual return | 11.48% | 18.68%-7.2pp | 47.52%-36.0pp | 20.14%-8.7pp |
| Employer contribution / active EE | $2,935 | $2,882+1.8% | $4,617-36.4% | $2,281+28.7% |
| Participant deferral / active EE | $5,633 | $4,840+16.4% | $5,984-5.9% | $3,203+75.9% |
| Admin fee / account holder | $2,096 | $4,826-56.6% | $8,357-74.9% | $4,296-51.2% |