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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 | $34,696 | $48,078-27.8% | $78,676-55.9% | $62,881-44.8% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.6%+23.1pp | 69.3%+27.4pp |
| Annual return | 5.99% | 31.36%-25.4pp | 62.19%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,665 | $2,015+32.3% | $2,850-6.5% | $2,281+16.8% |
| Participant deferral / active EE | $3,505 | $2,587+35.5% | $3,517-0.3% | $3,203+9.4% |
| Admin fee / account holder | $1,674 | $3,206-47.8% | $4,510-62.9% | $4,296-61.0% |