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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 | $47,487 | $86,940-45.4% | $102,434-53.6% | $80,935-41.3% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.7%+29.7pp |
| Annual return | 11.48% | 18.89%-7.4pp | 29.46%-18.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,366 | $2,370-42.3% | $3,023-54.8% | $2,757-50.4% |
| Participant deferral / active EE | $4,524 | $4,121+9.8% | $5,055-10.5% | $4,299+5.2% |
| Admin fee / account holder | $9,310 | $8,047+15.7% | $9,462-1.6% | $6,924+34.5% |