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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 | $34,207 | $78,428-56.4% | $95,960-64.4% | $79,852-57.2% |
| Participation rate | 98.6% | 73.5%+25.1pp | 77.1%+21.5pp | 69.6%+29.0pp |
| Annual return | 10.07% | 19.37%-9.3pp | 91.63%-81.6pp | 31.72%-21.6pp |
| Employer contribution / active EE | $2,118 | $1,945+8.9% | $2,541-16.7% | $2,471-14.3% |
| Participant deferral / active EE | $3,161 | $3,440-8.1% | $4,167-24.1% | $3,740-15.5% |
| Admin fee / account holder | $480 | $5,622-91.5% | $6,797-92.9% | $5,306-91.0% |