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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 | $33,397 | $59,440-43.8% | $78,004-57.2% | $82,637-59.6% |
| Participation rate | 97.2% | 62.8%+34.4pp | 69.4%+27.8pp | 68.1%+29.2pp |
| Annual return | 13.80% | 40.24%-26.4pp | 31.07%-17.3pp | 53.51%-39.7pp |
| Employer contribution / active EE | $2,672 | $1,750+52.7% | $2,469+8.2% | $2,552+4.7% |
| Participant deferral / active EE | $3,052 | $3,138-2.8% | $4,092-25.4% | $4,126-26.0% |
| Admin fee / account holder | $386 | $5,504-93.0% | $7,578-94.9% | $7,339-94.7% |