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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 | $38,340 | $45,082-15.0% | $69,464-44.8% | $72,975-47.5% |
| Participation rate | 98.1% | 68.5%+29.6pp | 74.6%+23.5pp | 69.5%+28.6pp |
| Annual return | 13.83% | 22.66%-8.8pp | 28.98%-15.2pp | 81.01%-67.2pp |
| Employer contribution / active EE | $1,879 | $2,055-8.6% | $2,779-32.4% | $2,440-23.0% |
| Participant deferral / active EE | $2,313 | $2,604-11.2% | $3,536-34.6% | $3,608-35.9% |
| Admin fee / account holder | $544 | $3,057-82.2% | $3,840-85.8% | $5,124-89.4% |