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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 | $36,867 | $95,453-61.4% | $112,040-67.1% | $82,448-55.3% |
| Participation rate | 95.9% | 72.8%+23.2pp | 76.5%+19.4pp | 68.1%+27.9pp |
| Annual return | 14.38% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,377 | $2,318+2.5% | $2,954-19.5% | $2,551-6.8% |
| Participant deferral / active EE | $5,215 | $4,224+23.5% | $5,098+2.3% | $4,139+26.0% |
| Admin fee / account holder | $1,193 | $9,013-86.8% | $12,098-90.1% | $7,234-83.5% |