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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 | $41,364 | $76,551-46.0% | $123,894-66.6% | $62,881-34.2% |
| Participation rate | 91.5% | 73.0%+18.5pp | 81.4%+10.1pp | 69.3%+22.2pp |
| Annual return | 9.47% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,690 | $2,882-41.4% | $4,617-63.4% | $2,281-25.9% |
| Participant deferral / active EE | $3,135 | $4,840-35.2% | $5,984-47.6% | $3,203-2.1% |
| Admin fee / account holder | $2,179 | $4,826-54.8% | $8,357-73.9% | $4,296-49.3% |