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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 | $38,708 | $56,054-30.9% | $171,082-77.4% | $62,881-38.4% |
| Participation rate | 93.8% | 62.9%+31.0pp | 76.7%+17.1pp | 69.3%+24.5pp |
| Annual return | 9.53% | 22.52%-13.0pp | 32.56%-23.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,963 | $1,731+71.2% | $4,002-26.0% | $2,281+29.9% |
| Participant deferral / active EE | $4,449 | $3,158+40.9% | $4,797-7.3% | $3,203+38.9% |
| Admin fee / account holder | $810 | $3,647-77.8% | $8,520-90.5% | $4,296-81.2% |