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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 | $39,254 | $81,262-51.7% | $155,602-74.8% | $80,911-51.5% |
| Participation rate | 98.3% | 66.2%+32.1pp | 78.2%+20.1pp | 67.6%+30.7pp |
| Annual return | 11.20% | 33.34%-22.1pp | 64.81%-53.6pp | 35.63%-24.4pp |
| Employer contribution / active EE | $1,529 | $3,102-50.7% | $4,675-67.3% | $2,756-44.5% |
| Participant deferral / active EE | $4,515 | $3,451+30.8% | $5,629-19.8% | $4,297+5.1% |
| Admin fee / account holder | $7,288 | $7,992-8.8% | $15,923-54.2% | $6,935+5.1% |