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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 | $40,710 | $59,804-31.9% | $81,982-50.3% | $79,856-49.0% |
| Participation rate | 93.1% | 61.6%+31.5pp | 69.3%+23.8pp | 69.6%+23.5pp |
| Annual return | 12.94% | 17.56%-4.6pp | 41.31%-28.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,796 | $1,713+63.2% | $2,498+11.9% | $2,471+13.2% |
| Participant deferral / active EE | $2,793 | $2,695+3.6% | $3,722-25.0% | $3,741-25.3% |
| Admin fee / account holder | $1,689 | $4,288-60.6% | $5,665-70.2% | $5,306-68.2% |