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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 | $35,603 | $76,834-53.7% | $108,359-67.1% | $87,485-59.3% |
| Participation rate | 96.8% | 61.7%+35.1pp | 70.1%+26.7pp | 68.9%+27.9pp |
| Annual return | 17.28% | 19.09%-1.8pp | 36.89%-19.6pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,300 | $1,556-16.5% | $2,399-45.8% | $2,596-49.9% |
| Participant deferral / active EE | $3,928 | $3,100+26.7% | $4,137-5.1% | $4,274-8.1% |
| Admin fee / account holder | $717 | $6,537-89.0% | $9,741-92.6% | $7,775-90.8% |