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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 | $35,603 | $73,787-51.7% | $98,716-63.9% | $82,448-56.8% |
| Participation rate | 96.8% | 61.4%+35.4pp | 69.3%+27.5pp | 68.1%+28.7pp |
| Annual return | 17.28% | 18.57%-1.3pp | 31.81%-14.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,300 | $1,511-14.0% | $2,279-43.0% | $2,551-49.0% |
| Participant deferral / active EE | $3,928 | $3,081+27.5% | $4,048-3.0% | $4,139-5.1% |
| Admin fee / account holder | $717 | $6,500-89.0% | $8,703-91.8% | $7,234-90.1% |