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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 | $42,941 | $97,648-56.0% | $121,663-64.7% | $87,485-50.9% |
| Participation rate | 97.2% | 70.5%+26.7pp | 74.5%+22.7pp | 68.9%+28.3pp |
| Annual return | 14.39% | 18.03%-3.6pp | 147.54%-133.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $2,728 | $2,300+18.6% | $3,020-9.7% | $2,596+5.1% |
| Participant deferral / active EE | $2,579 | $3,923-34.3% | $4,887-47.2% | $4,274-39.7% |
| Admin fee / account holder | $4,876 | $11,100-56.1% | $14,289-65.9% | $7,775-37.3% |