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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 | $33,984 | $56,197-39.5% | $67,652-49.8% | $59,633-43.0% |
| Participation rate | 89.7% | 71.5%+18.2pp | 75.7%+14.0pp | 68.7%+21.0pp |
| Annual return | 6.05% | 18508.10%-18502.1pp | 6625.40%-6619.4pp | 2041.45%-2035.4pp |
| Employer contribution / active EE | $1,054 | $1,615-34.7% | $2,266-53.5% | $2,203-52.2% |
| Participant deferral / active EE | $3,410 | $2,844+19.9% | $3,560-4.2% | $3,192+6.8% |
| Admin fee / account holder | $358 | $3,958-91.0% | $4,821-92.6% | $4,297-91.7% |