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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 | $34,726 | $49,255-29.5% | $70,494-50.7% | $79,856-56.5% |
| Participation rate | 93.1% | 69.2%+24.0pp | 75.1%+18.0pp | 69.6%+23.5pp |
| Annual return | 12.28% | 30.10%-17.8pp | 109.16%-96.9pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,127 | $2,100-46.3% | $2,738-58.8% | $2,471-54.4% |
| Participant deferral / active EE | $8,824 | $2,768+218.8% | $3,711+137.8% | $3,741+135.9% |
| Admin fee / account holder | $3,865 | $2,879+34.2% | $3,848+0.4% | $5,306-27.2% |