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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 | $39,287 | $67,606-41.9% | $82,313-52.3% | $70,131-44.0% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 17.48% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,192 | $1,755-32.1% | $2,428-50.9% | $2,342-49.1% |
| Participant deferral / active EE | $4,122 | $2,987+38.0% | $3,706+11.2% | $3,332+23.7% |
| Admin fee / account holder | $2,029 | $4,512-55.0% | $5,608-63.8% | $4,645-56.3% |