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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 | $41,783 | $106,524-60.8% | $152,301-72.6% | $87,485-52.2% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.4%+9.0pp | 68.9%+22.5pp |
| Annual return | 22.70% | 26.89%-4.2pp | 80.50%-57.8pp | 26.06%-3.4pp |
| Employer contribution / active EE | $3,634 | $3,371+7.8% | $4,624-21.4% | $2,596+40.0% |
| Participant deferral / active EE | $7,341 | $6,525+12.5% | $8,004-8.3% | $4,274+71.8% |
| Admin fee / account holder | $2,892 | $8,287-65.1% | $14,398-79.9% | $7,775-62.8% |