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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 | $33,474 | $84,236-60.3% | $170,435-80.4% | $70,126-52.3% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 14.81% | 23.06%-8.3pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,865 | $3,387-44.9% | $5,432-65.7% | $2,343-20.4% |
| Participant deferral / active EE | $3,858 | $3,086+25.0% | $4,939-21.9% | $3,332+15.8% |
| Admin fee / account holder | $2,248 | $5,698-60.6% | $13,881-83.8% | $4,645-51.6% |