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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 | $35,320 | $60,349-41.5% | $74,184-52.4% | $62,881-43.8% |
| Participation rate | 93.8% | 72.7%+21.0pp | 76.6%+17.1pp | 69.3%+24.4pp |
| Annual return | 7.27% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,060 | $1,680-36.9% | $2,370-55.3% | $2,281-53.5% |
| Participant deferral / active EE | $2,315 | $2,856-19.0% | $3,550-34.8% | $3,203-27.7% |
| Admin fee / account holder | $3,818 | $4,261-10.4% | $5,586-31.6% | $4,296-11.1% |