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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 | $36,797 | $58,493-37.1% | $84,021-56.2% | $72,975-49.6% |
| Participation rate | 92.6% | 61.2%+31.3pp | 69.0%+23.5pp | 69.5%+23.1pp |
| Annual return | 23.52% | 28.93%-5.4pp | 71.32%-47.8pp | 81.01%-57.5pp |
| Employer contribution / active EE | $1,358 | $1,163+16.7% | $1,984-31.6% | $2,440-44.4% |
| Participant deferral / active EE | $3,021 | $2,394+26.2% | $3,239-6.7% | $3,608-16.3% |
| Admin fee / account holder | $404 | $4,569-91.1% | $6,102-93.4% | $5,124-92.1% |