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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 | $55,921 | $97,550-42.7% | $120,344-53.5% | $87,485-36.1% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.7%+19.6pp | 68.9%+27.4pp |
| Annual return | 14.11% | 18.41%-4.3pp | 20.30%-6.2pp | 26.06%-11.9pp |
| Employer contribution / active EE | $2,397 | $2,291+4.6% | $3,020-20.6% | $2,596-7.7% |
| Participant deferral / active EE | $4,229 | $4,2300% | $5,135-17.6% | $4,274-1.0% |
| Admin fee / account holder | $3,107 | $9,543-67.4% | $12,742-75.6% | $7,775-60.0% |