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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 | $29,913 | $36,948-19.0% | $73,658-59.4% | $87,485-65.8% |
| Participation rate | 96.8% | 46.8%+50.0pp | 57.0%+39.7pp | 68.9%+27.8pp |
| Annual return | 18.16% | 28.64%-10.5pp | 29.72%-11.6pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,239 | $670+84.9% | $1,032+20.0% | $2,596-52.3% |
| Participant deferral / active EE | $2,170 | $1,379+57.3% | $2,062+5.2% | $4,274-49.2% |
| Admin fee / account holder | $4,861 | $2,531+92.1% | $3,357+44.8% | $7,775-37.5% |