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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 | $31,189 | $57,590-45.8% | $86,233-63.8% | $82,448-62.2% |
| Participation rate | 97.7% | 57.9%+39.9pp | 69.0%+28.7pp | 68.1%+29.7pp |
| Annual return | 16.69% | 22.41%-5.7pp | 61.39%-44.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,275 | $1,655+37.5% | $2,504-9.1% | $2,551-10.8% |
| Participant deferral / active EE | $4,428 | $3,080+43.8% | $4,559-2.9% | $4,139+7.0% |
| Admin fee / account holder | $2,870 | $4,730-39.3% | $8,342-65.6% | $7,234-60.3% |