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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 | $45,137 | $87,180-48.2% | $173,703-74.0% | $94,015-52.0% |
| Participation rate | 93.0% | 65.6%+27.4pp | 75.9%+17.1pp | 70.8%+22.2pp |
| Annual return | 11.10% | 14.17%-3.1pp | 17.46%-6.4pp | 17.84%-6.7pp |
| Employer contribution / active EE | $1,978 | $2,494-20.7% | $4,288-53.9% | $2,790-29.1% |
| Participant deferral / active EE | $1,798 | $3,343-46.2% | $4,854-62.9% | $4,249-57.7% |
| Admin fee / account holder | $2,722 | $7,506-63.7% | $15,562-82.5% | $8,951-69.6% |