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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 | $81,331-51.7% | $155,534-74.8% | $80,935-51.5% |
| Participation rate | 98.3% | 66.3%+32.1pp | 78.2%+20.1pp | 67.7%+30.6pp |
| Annual return | 11.20% | 33.37%-22.2pp | 64.92%-53.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,529 | $3,105-50.7% | $4,675-67.3% | $2,757-44.5% |
| Participant deferral / active EE | $4,515 | $3,454+30.7% | $5,630-19.8% | $4,299+5.0% |
| Admin fee / account holder | $7,288 | $7,999-8.9% | $15,900-54.2% | $6,924+5.3% |