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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 | $34,489 | $72,269-52.3% | $101,271-65.9% | $79,852-56.8% |
| Participation rate | 95.0% | 68.5%+26.5pp | 75.8%+19.2pp | 69.6%+25.4pp |
| Annual return | 14.08% | 22.29%-8.2pp | 46.48%-32.4pp | 31.72%-17.6pp |
| Employer contribution / active EE | $1,578 | $2,692-41.4% | $3,660-56.9% | $2,471-36.1% |
| Participant deferral / active EE | $3,149 | $3,282-4.0% | $4,371-27.9% | $3,740-15.8% |
| Admin fee / account holder | $7,641 | $4,401+73.6% | $5,948+28.5% | $5,306+44.0% |