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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 | $36,894 | $86,919-57.6% | $102,457-64.0% | $80,911-54.4% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.6%+27.0pp |
| Annual return | 13.56% | 18.90%-5.3pp | 29.41%-15.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $4,687 | $2,368+97.9% | $3,022+55.1% | $2,756+70.1% |
| Participant deferral / active EE | $2,627 | $4,119-36.2% | $5,054-48.0% | $4,297-38.9% |
| Admin fee / account holder | $3,051 | $8,049-62.1% | $9,451-67.7% | $6,935-56.0% |