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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 | $24,859 | $53,777-53.8% | $134,155-81.5% | $79,858-68.9% |
| Participation rate | 96.0% | 58.8%+37.2pp | 72.2%+23.8pp | 69.6%+26.4pp |
| Annual return | 15.20% | 19.01%-3.8pp | 36.34%-21.1pp | 31.72%-16.5pp |
| Employer contribution / active EE | $1,515 | $1,321+14.7% | $3,705-59.1% | $2,471-38.7% |
| Participant deferral / active EE | $2,853 | $2,420+17.9% | $3,500-18.5% | $3,740-23.7% |
| Admin fee / account holder | $3,135 | $3,984-21.3% | $6,685-53.1% | $5,306-40.9% |