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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 | $35,970 | $65,712-45.3% | $57,196-37.1% | $273,972-86.9% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.3%+13.6pp | 83.0%+5.9pp |
| Annual return | 5.84% | 22.01%-16.2pp | 14.59%-8.8pp | 41.46%-35.6pp |
| Employer contribution / active EE | $4,026 | $3,280+22.8% | $2,683+50.1% | $4,869-17.3% |
| Participant deferral / active EE | $1,030 | $3,782-72.8% | $3,096-66.7% | $5,287-80.5% |
| Admin fee / account holder | $1,123 | $4,838-76.8% | $3,141-64.2% | $10,133-88.9% |