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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 | $36,389 | $97,550-62.7% | $120,344-69.8% | $87,485-58.4% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.7%+20.7pp | 68.9%+28.5pp |
| Annual return | 14.27% | 18.41%-4.1pp | 20.30%-6.0pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,896 | $2,291+26.4% | $3,020-4.1% | $2,596+11.5% |
| Participant deferral / active EE | $6,629 | $4,230+56.7% | $5,135+29.1% | $4,274+55.1% |
| Admin fee / account holder | $9,413 | $9,543-1.4% | $12,742-26.1% | $7,775+21.1% |