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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 | $44,113 | $53,774-18.0% | $134,162-67.1% | $79,852-44.8% |
| Participation rate | 95.7% | 58.8%+36.9pp | 72.2%+23.5pp | 69.6%+26.0pp |
| Annual return | 12.85% | 19.01%-6.2pp | 36.35%-23.5pp | 31.72%-18.9pp |
| Employer contribution / active EE | $1,239 | $1,322-6.2% | $3,705-66.5% | $2,471-49.8% |
| Participant deferral / active EE | $4,170 | $2,420+72.3% | $3,500+19.1% | $3,740+11.5% |
| Admin fee / account holder | $2,588 | $3,985-35.1% | $6,685-61.3% | $5,306-51.2% |