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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 | $36,075 | $39,132-7.8% | $57,196-36.9% | $62,881-42.6% |
| Participation rate | 98.1% | 70.5%+27.6pp | 75.3%+22.8pp | 69.3%+28.8pp |
| Annual return | 6.94% | 9.24%-2.3pp | 14.59%-7.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,663 | $1,874+95.5% | $2,683+36.5% | $2,281+60.6% |
| Participant deferral / active EE | $2,166 | $2,374-8.8% | $3,096-30.0% | $3,203-32.4% |
| Admin fee / account holder | $567 | $2,594-78.1% | $3,141-81.9% | $4,296-86.8% |