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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 | $39,152 | $81,331-51.9% | $155,534-74.8% | $80,935-51.6% |
| Participation rate | 92.9% | 66.3%+26.6pp | 78.2%+14.6pp | 67.7%+25.2pp |
| Annual return | 11.24% | 33.37%-22.1pp | 64.92%-53.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $2,058 | $3,105-33.7% | $4,675-56.0% | $2,757-25.3% |
| Participant deferral / active EE | $3,336 | $3,454-3.4% | $5,630-40.7% | $4,299-22.4% |
| Admin fee / account holder | $482 | $7,999-94.0% | $15,900-97.0% | $6,924-93.0% |