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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 | $36,462 | $72,177-49.5% | $115,038-68.3% | $59,633-38.9% |
| Participation rate | 96.2% | 72.6%+23.6pp | 81.4%+14.8pp | 68.7%+27.5pp |
| Annual return | 3.56% | 12.02%-8.5pp | 26.14%-22.6pp | 2041.45%-2037.9pp |
| Employer contribution / active EE | $3,422 | $2,841+20.4% | $4,608-25.7% | $2,203+55.3% |
| Participant deferral / active EE | $6,566 | $4,783+37.3% | $6,026+9.0% | $3,192+105.7% |
| Admin fee / account holder | $912 | $4,927-81.5% | $8,175-88.8% | $4,297-78.8% |