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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 | $32,239 | $106,864-69.8% | $147,318-78.1% | $82,637-61.0% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 15.04% | 27.49%-12.4pp | 70.43%-55.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $939 | $3,417-72.5% | $4,593-79.6% | $2,552-63.2% |
| Participant deferral / active EE | $2,979 | $6,496-54.1% | $7,906-62.3% | $4,126-27.8% |
| Admin fee / account holder | $3,098 | $8,415-63.2% | $13,708-77.4% | $7,339-57.8% |