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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 | $35,307 | $76,834-54.0% | $108,359-67.4% | $87,485-59.6% |
| Participation rate | 94.1% | 61.7%+32.4pp | 70.1%+24.0pp | 68.9%+25.2pp |
| Annual return | 15.99% | 19.09%-3.1pp | 36.89%-20.9pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,557 | $1,556+64.3% | $2,399+6.6% | $2,596-1.5% |
| Participant deferral / active EE | $3,372 | $3,100+8.8% | $4,137-18.5% | $4,274-21.1% |
| Admin fee / account holder | $1,001 | $6,537-84.7% | $9,741-89.7% | $7,775-87.1% |