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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 | $73,787-52.1% | $98,716-64.2% | $82,448-57.2% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.3%+24.8pp | 68.1%+26.0pp |
| Annual return | 15.99% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,557 | $1,511+69.2% | $2,279+12.2% | $2,551+0.2% |
| Participant deferral / active EE | $3,372 | $3,081+9.4% | $4,048-16.7% | $4,139-18.5% |
| Admin fee / account holder | $1,001 | $6,500-84.6% | $8,703-88.5% | $7,234-86.2% |