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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 | $34,025 | $60,349-43.6% | $74,184-54.1% | $62,881-45.9% |
| Participation rate | 96.6% | 72.7%+23.8pp | 76.6%+19.9pp | 69.3%+27.2pp |
| Annual return | 7.79% | 21.38%-13.6pp | 17.74%-9.9pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,554 | $1,680-7.5% | $2,370-34.4% | $2,281-31.8% |
| Participant deferral / active EE | $2,765 | $2,856-3.2% | $3,550-22.1% | $3,203-13.7% |
| Admin fee / account holder | $6,962 | $4,261+63.4% | $5,586+24.6% | $4,296+62.1% |