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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 | $36,093 | $45,087-19.9% | $69,483-48.1% | $72,976-50.5% |
| Participation rate | 97.7% | 68.5%+29.2pp | 74.6%+23.1pp | 69.5%+28.2pp |
| Annual return | 18.19% | 22.67%-4.5pp | 28.99%-10.8pp | 81.02%-62.8pp |
| Employer contribution / active EE | $1,949 | $2,055-5.2% | $2,780-29.9% | $2,440-20.1% |
| Participant deferral / active EE | $1,290 | $2,603-50.4% | $3,537-63.5% | $3,608-64.2% |
| Admin fee / account holder | $656 | $3,057-78.6% | $3,841-82.9% | $5,124-87.2% |