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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 | $34,664 | $43,344-20.0% | $59,899-42.1% | $64,173-46.0% |
| Participation rate | 95.3% | 69.2%+26.2pp | 74.7%+20.7pp | 69.6%+25.8pp |
| Annual return | 11.38% | -1.55%+12.9pp | 3.46%+7.9pp | 7.63%+3.8pp |
| Employer contribution / active EE | $1,943 | $2,030-4.3% | $2,723-28.7% | $2,381-18.4% |
| Participant deferral / active EE | $4,187 | $2,547+64.4% | $3,402+23.1% | $3,470+20.7% |
| Admin fee / account holder | $1,745 | $3,008-42.0% | $3,592-51.4% | $4,887-64.3% |