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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 | $25,721 | $59,839-57.0% | $81,991-68.6% | $79,852-67.8% |
| Participation rate | 89.5% | 61.6%+27.9pp | 69.3%+20.2pp | 69.6%+19.8pp |
| Annual return | 15.56% | 17.56%-2.0pp | 41.31%-25.7pp | 31.72%-16.2pp |
| Employer contribution / active EE | $3,421 | $1,713+99.7% | $2,498+36.9% | $2,471+38.4% |
| Participant deferral / active EE | $2,539 | $2,695-5.8% | $3,722-31.8% | $3,740-32.1% |
| Admin fee / account holder | $305 | $4,287-92.9% | $5,665-94.6% | $5,306-94.3% |