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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 | $38,157 | $67,602-43.6% | $82,312-53.6% | $70,126-45.6% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 17.99% | 21.57%-3.6pp | 25.88%-7.9pp | 73.15%-55.2pp |
| Employer contribution / active EE | $2,532 | $1,755+44.3% | $2,428+4.3% | $2,343+8.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $395 | $4,512-91.2% | $5,608-93.0% | $4,645-91.5% |