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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 | $35,175 | $65,364-46.2% | $92,909-62.1% | $72,975-51.8% |
| Participation rate | 97.3% | 68.3%+29.0pp | 76.0%+21.3pp | 69.5%+27.8pp |
| Annual return | 20.50% | 42.11%-21.6pp | 109.44%-88.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $3,408 | $2,594+31.4% | $3,653-6.7% | $2,440+39.7% |
| Participant deferral / active EE | $2,413 | $3,128-22.9% | $4,238-43.1% | $3,608-33.1% |
| Admin fee / account holder | $808 | $4,251-81.0% | $5,795-86.0% | $5,124-84.2% |