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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 | $38,649 | $110,137-64.9% | $161,149-76.0% | $82,637-53.2% |
| Participation rate | 94.6% | 72.4%+22.2pp | 78.8%+15.8pp | 68.1%+26.5pp |
| Annual return | 13.82% | 20.69%-6.9pp | 21.16%-7.3pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,259 | $2,856-55.9% | $4,360-71.1% | $2,552-50.7% |
| Participant deferral / active EE | $3,727 | $4,575-18.5% | $6,153-39.4% | $4,126-9.7% |
| Admin fee / account holder | $8,621 | $9,467-8.9% | $15,194-43.3% | $7,339+17.5% |