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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 | $34,515 | $76,551-54.9% | $123,894-72.1% | $62,881-45.1% |
| Participation rate | 92.2% | 73.0%+19.2pp | 81.4%+10.7pp | 69.3%+22.9pp |
| Annual return | 11.27% | 18.68%-7.4pp | 47.52%-36.2pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,980 | $2,882+3.4% | $4,617-35.4% | $2,281+30.7% |
| Participant deferral / active EE | $9,950 | $4,840+105.6% | $5,984+66.3% | $3,203+210.7% |
| Admin fee / account holder | $1,980 | $4,826-59.0% | $8,357-76.3% | $4,296-53.9% |