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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 | $35,121 | $53,774-34.7% | $134,162-73.8% | $79,852-56.0% |
| Participation rate | 96.2% | 58.8%+37.4pp | 72.2%+24.0pp | 69.6%+26.5pp |
| Annual return | 16.60% | 19.01%-2.4pp | 36.35%-19.7pp | 31.72%-15.1pp |
| Employer contribution / active EE | $2,266 | $1,322+71.4% | $3,705-38.8% | $2,471-8.3% |
| Participant deferral / active EE | $4,205 | $2,420+73.8% | $3,500+20.2% | $3,740+12.4% |
| Admin fee / account holder | $1,795 | $3,985-54.9% | $6,685-73.1% | $5,306-66.2% |