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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 | $27,253 | $59,839-54.5% | $81,991-66.8% | $79,852-65.9% |
| Participation rate | 96.9% | 61.6%+35.3pp | 69.3%+27.7pp | 69.6%+27.3pp |
| Annual return | 12.39% | 17.56%-5.2pp | 41.31%-28.9pp | 31.72%-19.3pp |
| Employer contribution / active EE | $1,689 | $1,713-1.4% | $2,498-32.4% | $2,471-31.7% |
| Participant deferral / active EE | $1,101 | $2,695-59.1% | $3,722-70.4% | $3,740-70.6% |
| Admin fee / account holder | $6,686 | $4,287+55.9% | $5,665+18.0% | $5,306+26.0% |