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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 | $37,505 | $93,617-59.9% | $135,982-72.4% | $75,177-50.1% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 16.74% | 30.89%-14.1pp | 68.32%-51.6pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,441 | $3,538-59.3% | $4,859-70.3% | $2,671-46.1% |
| Participant deferral / active EE | $4,294 | $6,406-33.0% | $7,760-44.7% | $4,126+4.1% |
| Admin fee / account holder | $6,947 | $6,980-0.5% | $10,767-35.5% | $5,651+22.9% |