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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 | $39,955 | $37,446+6.7% | $77,552-48.5% | $79,856-50.0% |
| Participation rate | 90.6% | 41.5%+49.1pp | 54.2%+36.4pp | 69.6%+21.0pp |
| Annual return | 24.75% | 39.76%-15.0pp | 54.82%-30.1pp | 31.71%-7.0pp |
| Employer contribution / active EE | $916 | $637+43.8% | $987-7.1% | $2,471-62.9% |
| Participant deferral / active EE | $1,109 | $1,261-12.0% | $1,861-40.4% | $3,741-70.4% |
| Admin fee / account holder | $2,170 | $2,506-13.4% | $2,859-24.1% | $5,306-59.1% |