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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 | $39,768 | $80,992-50.9% | $96,534-58.8% | $75,173-47.1% |
| Participation rate | 95.1% | 71.8%+23.3pp | 76.0%+19.1pp | 67.2%+27.9pp |
| Annual return | 15.60% | 27.05%-11.5pp | 25.88%-10.3pp | 160.72%-145.1pp |
| Employer contribution / active EE | $2,107 | $2,283-7.7% | $2,965-29.0% | $2,671-21.1% |
| Participant deferral / active EE | $4,367 | $3,929+11.1% | $4,851-10.0% | $4,126+5.8% |
| Admin fee / account holder | $4,488 | $6,717-33.2% | $8,253-45.6% | $5,651-20.6% |