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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 | $35,033 | $32,037+9.4% | $69,182-49.4% | $62,881-44.3% |
| Participation rate | 86.0% | 43.4%+42.6pp | 55.1%+30.9pp | 69.3%+16.7pp |
| Annual return | 6.57% | 15.16%-8.6pp | -21.93%+28.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,492 | $679+266.9% | $1,206+106.6% | $2,281+9.3% |
| Participant deferral / active EE | $2,461 | $1,185+107.6% | $1,897+29.8% | $3,203-23.2% |
| Admin fee / account holder | $1,140 | $2,608-56.3% | $2,697-57.7% | $4,296-73.5% |