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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 | $36,895 | $56,054-34.2% | $171,082-78.4% | $62,881-41.3% |
| Participation rate | 87.5% | 62.9%+24.6pp | 76.7%+10.8pp | 69.3%+18.2pp |
| Annual return | 9.09% | 22.52%-13.4pp | 32.56%-23.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,619 | $1,731-6.5% | $4,002-59.5% | $2,281-29.0% |
| Participant deferral / active EE | $4,179 | $3,158+32.3% | $4,797-12.9% | $3,203+30.5% |
| Admin fee / account holder | $4,867 | $3,647+33.5% | $8,520-42.9% | $4,296+13.3% |