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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 | $38,166 | $67,602-43.5% | $82,312-53.6% | $70,126-45.6% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 18.07% | 21.57%-3.5pp | 25.88%-7.8pp | 73.15%-55.1pp |
| Employer contribution / active EE | $2,443 | $1,755+39.2% | $2,428+0.6% | $2,343+4.3% |
| Participant deferral / active EE | $4,523 | $2,987+51.4% | $3,706+22.0% | $3,332+35.8% |
| Admin fee / account holder | $1,055 | $4,512-76.6% | $5,608-81.2% | $4,645-77.3% |