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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 | $33,404 | $72,486-53.9% | $87,103-61.6% | $72,976-54.2% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 19.31% | 24.46%-5.1pp | 28.19%-8.9pp | 81.02%-61.7pp |
| Employer contribution / active EE | $2,144 | $1,894+13.2% | $2,521-15.0% | $2,440-12.1% |
| Participant deferral / active EE | $2,715 | $3,270-17.0% | $4,049-32.9% | $3,608-24.7% |
| Admin fee / account holder | $1,444 | $5,055-71.4% | $7,491-80.7% | $5,124-71.8% |