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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 | $38,571 | $60,349-36.1% | $74,184-48.0% | $62,881-38.7% |
| Participation rate | 90.7% | 72.7%+18.0pp | 76.6%+14.1pp | 69.3%+21.4pp |
| Annual return | 7.45% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,200 | $1,680+31.0% | $2,370-7.2% | $2,281-3.5% |
| Participant deferral / active EE | $3,269 | $2,856+14.5% | $3,550-7.9% | $3,203+2.1% |
| Admin fee / account holder | $1,462 | $4,261-65.7% | $5,586-73.8% | $4,296-66.0% |