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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 | $37,832 | $48,076-21.3% | $78,690-51.9% | $62,891-39.8% |
| Participation rate | 96.9% | 65.2%+31.7pp | 73.6%+23.3pp | 69.3%+27.6pp |
| Annual return | 8.50% | 31.35%-22.9pp | 62.18%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,218 | $2,015-39.6% | $2,851-57.3% | $2,281-46.6% |
| Participant deferral / active EE | $2,817 | $2,588+8.8% | $3,517-19.9% | $3,203-12.1% |
| Admin fee / account holder | $3,016 | $3,207-6.0% | $4,511-33.1% | $4,296-29.8% |