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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 | $97,550-62.2% | $120,344-69.4% | $87,485-57.9% |
| Participation rate | 95.9% | 72.8%+23.1pp | 76.7%+19.2pp | 68.9%+27.0pp |
| Annual return | 14.38% | 18.41%-4.0pp | 20.30%-5.9pp | 26.06%-11.7pp |
| Employer contribution / active EE | $2,377 | $2,291+3.7% | $3,020-21.3% | $2,596-8.5% |
| Participant deferral / active EE | $5,215 | $4,230+23.3% | $5,135+1.6% | $4,274+22.0% |
| Admin fee / account holder | $1,193 | $9,543-87.5% | $12,742-90.6% | $7,775-84.6% |