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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 | $33,498 | $65,027-48.5% | $90,970-63.2% | $79,852-58.0% |
| Participation rate | 96.7% | 61.6%+35.1pp | 69.0%+27.7pp | 69.6%+27.1pp |
| Annual return | 11.16% | 30.45%-19.3pp | 134.58%-123.4pp | 31.72%-20.6pp |
| Employer contribution / active EE | $2,133 | $1,247+71.0% | $2,122+0.5% | $2,471-13.7% |
| Participant deferral / active EE | $2,379 | $2,512-5.3% | $3,373-29.5% | $3,740-36.4% |
| Admin fee / account holder | $907 | $4,535-80.0% | $5,960-84.8% | $5,306-82.9% |