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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 | $48,389 | $45,043+7.4% | $63,005-23.2% | $70,124-31.0% |
| Participation rate | 96.1% | 69.5%+26.6pp | 74.8%+21.3pp | 69.5%+26.6pp |
| Annual return | 13.79% | 18.76%-5.0pp | 87.59%-73.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $658 | $2,052-67.9% | $2,760-76.1% | $2,342-71.9% |
| Participant deferral / active EE | $1,821 | $2,466-26.1% | $3,329-45.3% | $3,332-45.4% |
| Admin fee / account holder | $703 | $2,833-75.2% | $3,599-80.5% | $4,645-84.9% |