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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 | $36,823 | $72,607-49.3% | $90,259-59.2% | $87,485-57.9% |
| Participation rate | 95.2% | 64.8%+30.4pp | 70.7%+24.5pp | 68.9%+26.3pp |
| Annual return | 18.33% | 18.59%-0.3pp | 18.88%-0.5pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,783 | $1,919-7.1% | $2,291-22.2% | $2,596-31.3% |
| Participant deferral / active EE | $4,171 | $3,055+36.5% | $3,827+9.0% | $4,274-2.4% |
| Admin fee / account holder | $2,127 | $5,947-64.2% | $7,267-70.7% | $7,775-72.6% |