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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 | $36,660 | $76,551-52.1% | $123,894-70.4% | $62,881-41.7% |
| Participation rate | 97.3% | 73.0%+24.4pp | 81.4%+15.9pp | 69.3%+28.0pp |
| Annual return | 7.21% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,136 | $2,882-25.9% | $4,617-53.7% | $2,281-6.4% |
| Participant deferral / active EE | $7,579 | $4,840+56.6% | $5,984+26.7% | $3,203+136.6% |
| Admin fee / account holder | $4,192 | $4,826-13.1% | $8,357-49.8% | $4,296-2.4% |