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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 | $30,593 | $57,590-46.9% | $86,233-64.5% | $82,448-62.9% |
| Participation rate | 97.2% | 57.9%+39.4pp | 69.0%+28.2pp | 68.1%+29.2pp |
| Annual return | 17.12% | 22.41%-5.3pp | 61.39%-44.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,374 | $1,655+43.4% | $2,504-5.2% | $2,551-6.9% |
| Participant deferral / active EE | $2,863 | $3,080-7.1% | $4,559-37.2% | $4,139-30.8% |
| Admin fee / account holder | $2,962 | $4,730-37.4% | $8,342-64.5% | $7,234-59.1% |