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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 | $32,026 | $72,471-55.8% | $94,215-66.0% | $86,983-63.2% |
| Participation rate | 96.3% | 63.9%+32.4pp | 70.0%+26.3pp | 69.5%+26.7pp |
| Annual return | 18.34% | 26.44%-8.1pp | 28.22%-9.9pp | 25.83%-7.5pp |
| Employer contribution / active EE | $1,930 | $1,936-0.3% | $2,675-27.9% | $2,584-25.3% |
| Participant deferral / active EE | $3,375 | $3,397-0.7% | $4,276-21.1% | $4,194-19.5% |
| Admin fee / account holder | $1,268 | $6,468-80.4% | $10,216-87.6% | $7,856-83.9% |