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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 | $41,209 | $56,277-26.8% | $80,976-49.1% | $62,891-34.5% |
| Participation rate | 96.3% | 69.0%+27.3pp | 75.8%+20.5pp | 69.3%+27.0pp |
| Annual return | 6.53% | 22.12%-15.6pp | 17.10%-10.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,077 | $1,943+58.4% | $3,714-17.1% | $2,281+34.9% |
| Participant deferral / active EE | $3,571 | $4,195-14.9% | $5,696-37.3% | $3,203+11.5% |
| Admin fee / account holder | $4,977 | $3,741+33.0% | $5,516-9.8% | $4,296+15.9% |