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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 | $44,442 | $76,550-41.9% | $123,894-64.1% | $62,881-29.3% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 17.34% | 18.67%-1.3pp | 47.52%-30.2pp | 20.14%-2.8pp |
| Employer contribution / active EE | $1,736 | $2,882-39.8% | $4,617-62.4% | $2,281-23.9% |
| Participant deferral / active EE | $3,406 | $4,840-29.6% | $5,984-43.1% | $3,203+6.3% |
| Admin fee / account holder | $4,460 | $4,826-7.6% | $8,357-46.6% | $4,296+3.8% |