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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 | $35,155 | $69,977-49.8% | $108,582-67.6% | $62,881-44.1% |
| Participation rate | 91.5% | 72.9%+18.6pp | 79.6%+11.9pp | 69.3%+22.2pp |
| Annual return | 16.07% | 10.73%+5.3pp | -51.70%+67.8pp | 20.14%-4.1pp |
| Employer contribution / active EE | $541 | $2,135-74.7% | $3,758-85.6% | $2,281-76.3% |
| Participant deferral / active EE | $3,680 | $3,165+16.3% | $4,311-14.6% | $3,203+14.9% |
| Admin fee / account holder | $629 | $5,076-87.6% | $7,645-91.8% | $4,296-85.4% |