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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 | $36,777 | $86,949-57.7% | $102,460-64.1% | $80,959-54.6% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.7%+29.0pp |
| Annual return | 11.52% | 18.89%-7.4pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,117 | $2,370-10.7% | $3,025-30.0% | $2,757-23.2% |
| Participant deferral / active EE | $2,256 | $4,121-45.3% | $5,056-55.4% | $4,300-47.5% |
| Admin fee / account holder | $4,909 | $8,048-39.0% | $9,460-48.1% | $6,925-29.1% |