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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 | $50,762 | $66,764-24.0% | $88,497-42.6% | $62,881-19.3% |
| Participation rate | 96.1% | 77.3%+18.8pp | 82.4%+13.7pp | 69.3%+26.8pp |
| Annual return | 12.21% | 10.37%+1.8pp | 7.63%+4.6pp | 20.14%-7.9pp |
| Employer contribution / active EE | $2,125 | $3,077-30.9% | $4,036-47.3% | $2,281-6.8% |
| Participant deferral / active EE | $3,138 | $3,976-21.1% | $4,899-36.0% | $3,203-2.0% |
| Admin fee / account holder | $1,112 | $4,668-76.2% | $6,220-82.1% | $4,296-74.1% |