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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 | $40,753 | $86,940-53.1% | $102,434-60.2% | $80,935-49.6% |
| Participation rate | 97.8% | 72.4%+25.5pp | 76.5%+21.3pp | 67.7%+30.2pp |
| Annual return | 13.36% | 18.89%-5.5pp | 29.46%-16.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,797 | $2,370-24.2% | $3,023-40.6% | $2,757-34.8% |
| Participant deferral / active EE | $3,008 | $4,121-27.0% | $5,055-40.5% | $4,299-30.0% |
| Admin fee / account holder | $5,197 | $8,047-35.4% | $9,462-45.1% | $6,924-24.9% |