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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 | $33,415 | $41,377-19.2% | $109,313-69.4% | $62,881-46.9% |
| Participation rate | 94.6% | 57.5%+37.1pp | 71.3%+23.3pp | 69.3%+25.3pp |
| Annual return | 9.18% | 11.05%-1.9pp | 22.07%-12.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,010 | $1,276+57.6% | $3,892-48.3% | $2,281-11.9% |
| Participant deferral / active EE | $3,348 | $2,045+63.7% | $3,166+5.7% | $3,203+4.5% |
| Admin fee / account holder | $528 | $2,884-81.7% | $5,666-90.7% | $4,296-87.7% |