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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 | $29,630 | $43,730-32.2% | $121,220-75.6% | $64,173-53.8% |
| Participation rate | 97.1% | 58.3%+38.8pp | 71.8%+25.4pp | 69.6%+27.6pp |
| Annual return | 8.37% | 68.94%-60.6pp | 16.94%-8.6pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,171 | $1,297-9.7% | $4,023-70.9% | $2,381-50.8% |
| Participant deferral / active EE | $3,050 | $2,281+33.8% | $3,345-8.8% | $3,470-12.1% |
| Admin fee / account holder | $2,451 | $3,502-30.0% | $5,021-51.2% | $4,887-49.9% |