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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 | $33,403 | $52,580-36.5% | $71,671-53.4% | $70,126-52.4% |
| Participation rate | 88.1% | 60.9%+27.2pp | 68.7%+19.3pp | 69.5%+18.6pp |
| Annual return | 15.05% | 20.25%-5.2pp | 20.65%-5.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $11,229 | $1,616+595.0% | $2,460+356.5% | $2,343+379.4% |
| Participant deferral / active EE | $2,741 | $2,386+14.9% | $3,438-20.3% | $3,332-17.7% |
| Admin fee / account holder | $2,650 | $3,653-27.5% | $5,558-52.3% | $4,645-43.0% |