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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 | $41,116 | $52,306-21.4% | $69,779-41.1% | $62,881-34.6% |
| Participation rate | 89.4% | 67.2%+22.2pp | 71.8%+17.6pp | 69.3%+20.1pp |
| Annual return | 5.62% | 13.35%-7.7pp | 12.99%-7.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,630 | $1,799-9.4% | $2,338-30.3% | $2,281-28.6% |
| Participant deferral / active EE | $3,245 | $2,395+35.5% | $2,931+10.7% | $3,203+1.3% |
| Admin fee / account holder | $5,207 | $3,691+41.1% | $4,381+18.9% | $4,296+21.2% |