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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 | $35,039 | $108,825-67.8% | $156,181-77.6% | $82,448-57.5% |
| Participation rate | 96.4% | 72.4%+24.1pp | 78.8%+17.6pp | 68.1%+28.4pp |
| Annual return | 18.25% | 20.59%-2.3pp | 64.87%-46.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,866 | $2,870-0.1% | $4,294-33.3% | $2,551+12.3% |
| Participant deferral / active EE | $3,024 | $4,577-33.9% | $6,132-50.7% | $4,139-27.0% |
| Admin fee / account holder | $1,449 | $9,341-84.5% | $14,586-90.1% | $7,234-80.0% |