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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 | $35,893 | $59,839-40.0% | $81,991-56.2% | $79,852-55.1% |
| Participation rate | 97.3% | 61.6%+35.7pp | 69.3%+28.0pp | 69.6%+27.7pp |
| Annual return | 11.78% | 17.56%-5.8pp | 41.31%-29.5pp | 31.72%-19.9pp |
| Employer contribution / active EE | $4,260 | $1,713+148.6% | $2,498+70.5% | $2,471+72.4% |
| Participant deferral / active EE | $1,545 | $2,695-42.7% | $3,722-58.5% | $3,740-58.7% |
| Admin fee / account holder | $3,648 | $4,287-14.9% | $5,665-35.6% | $5,306-31.2% |