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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 | $86,938-57.7% | $102,423-64.1% | $80,925-54.6% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.7%+29.0pp |
| Annual return | 11.52% | 18.89%-7.4pp | 29.42%-17.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $2,117 | $2,369-10.6% | $3,023-30.0% | $2,756-23.2% |
| Participant deferral / active EE | $2,256 | $4,120-45.2% | $5,054-55.4% | $4,299-47.5% |
| Admin fee / account holder | $4,909 | $8,053-39.0% | $9,455-48.1% | $6,940-29.3% |