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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 | $31,819 | $67,602-52.9% | $82,312-61.3% | $70,126-54.6% |
| Participation rate | 95.0% | 72.8%+22.2pp | 76.9%+18.1pp | 69.5%+25.5pp |
| Annual return | 18.80% | 21.57%-2.8pp | 25.88%-7.1pp | 73.15%-54.3pp |
| Employer contribution / active EE | $3,015 | $1,755+71.8% | $2,428+24.1% | $2,343+28.7% |
| Participant deferral / active EE | $3,594 | $2,987+20.3% | $3,706-3.0% | $3,332+7.9% |
| Admin fee / account holder | $1,344 | $4,512-70.2% | $5,608-76.0% | $4,645-71.1% |