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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 | $35,542 | $35,183+1.0% | $73,545-51.7% | $70,124-49.3% |
| Participation rate | 94.2% | 42.9%+51.3pp | 54.9%+39.3pp | 69.5%+24.7pp |
| Annual return | 13.23% | 26.90%-13.7pp | -15.16%+28.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $2,302 | $709+224.9% | $1,219+88.9% | $2,342-1.7% |
| Participant deferral / active EE | $2,337 | $1,220+91.6% | $1,806+29.4% | $3,332-29.8% |
| Admin fee / account holder | $2,792 | $2,302+21.3% | $2,320+20.3% | $4,645-39.9% |