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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 | $35,977 | $65,712-45.2% | $57,196-37.1% | $273,972-86.9% |
| Participation rate | 81.8% | 78.3%+3.5pp | 75.3%+6.5pp | 83.0%-1.2pp |
| Annual return | 1.59% | 22.01%-20.4pp | 14.59%-13.0pp | 41.46%-39.9pp |
| Employer contribution / active EE | $6,203 | $3,280+89.1% | $2,683+131.2% | $4,869+27.4% |
| Participant deferral / active EE | $3,984 | $3,782+5.3% | $3,096+28.7% | $5,287-24.7% |
| Admin fee / account holder | $1,925 | $4,838-60.2% | $3,141-38.7% | $10,133-81.0% |