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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 | $36,650 | $43,075-14.9% | $74,577-50.9% | $62,881-41.7% |
| Participation rate | 84.9% | 58.1%+26.9pp | 68.1%+16.8pp | 69.3%+15.6pp |
| Annual return | 6.85% | 17.50%-10.6pp | 20.47%-13.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,610 | $1,498+74.2% | $2,525+3.3% | $2,281+14.4% |
| Participant deferral / active EE | $3,608 | $2,389+51.0% | $3,458+4.3% | $3,203+12.6% |
| Admin fee / account holder | $1,864 | $2,840-34.4% | $4,138-55.0% | $4,296-56.6% |