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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 | $35,588 | $48,053-25.9% | $84,628-57.9% | $72,975-51.2% |
| Participation rate | 94.1% | 57.6%+36.5pp | 68.2%+25.9pp | 69.5%+24.6pp |
| Annual return | 17.96% | 37.39%-19.4pp | 258.80%-240.8pp | 81.01%-63.0pp |
| Employer contribution / active EE | $2,697 | $1,602+68.3% | $2,653+1.6% | $2,440+10.5% |
| Participant deferral / active EE | $3,469 | $2,681+29.4% | $3,900-11.1% | $3,608-3.9% |
| Admin fee / account holder | $764 | $3,395-77.5% | $4,914-84.5% | $5,124-85.1% |