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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 | $35,750 | $49,657-28.0% | $93,063-61.6% | $67,986-47.4% |
| Participation rate | 97.1% | 49.9%+47.2pp | 72.1%+25.0pp | 57.2%+39.9pp |
| Annual return | 23.03% | 26.27%-3.2pp | 34.15%-11.1pp | 31.67%-8.6pp |
| Employer contribution / active EE | $3,686 | $1,279+188.3% | $2,476+48.9% | $2,019+82.6% |
| Participant deferral / active EE | $5,421 | $2,484+118.2% | $3,958+36.9% | $3,358+61.4% |
| Admin fee / account holder | $1,628 | $2,843-42.7% | $6,033-73.0% | $3,203-49.2% |