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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 | $19,208 | $69,590-72.4% | $136,867-86.0% | $94,015-79.6% |
| Participation rate | 96.4% | 66.3%+30.1pp | 74.5%+21.9pp | 70.8%+25.6pp |
| Annual return | 14.03% | 19.62%-5.6pp | 42.97%-28.9pp | 17.84%-3.8pp |
| Employer contribution / active EE | $1,867 | $2,396-22.1% | $3,547-47.4% | $2,790-33.1% |
| Participant deferral / active EE | $3,965 | $3,437+15.4% | $4,924-19.5% | $4,249-6.7% |
| Admin fee / account holder | $365 | $8,912-95.9% | $10,340-96.5% | $8,951-95.9% |