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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 | $34,550 | $73,988-53.3% | $96,538-64.2% | $75,177-54.0% |
| Participation rate | 95.0% | 66.4%+28.6pp | 74.3%+20.7pp | 67.2%+27.8pp |
| Annual return | 16.95% | 26.73%-9.8pp | 35.74%-18.8pp | 160.75%-143.8pp |
| Employer contribution / active EE | $2,197 | $2,930-25.0% | $3,740-41.3% | $2,671-17.8% |
| Participant deferral / active EE | $4,694 | $3,660+28.2% | $4,880-3.8% | $4,126+13.7% |
| Admin fee / account holder | $990 | $5,220-81.0% | $6,737-85.3% | $5,651-82.5% |