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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 | $35,981 | $57,065-36.9% | $75,670-52.4% | $70,131-48.7% |
| Participation rate | 86.5% | 68.1%+18.4pp | 72.3%+14.1pp | 69.5%+16.9pp |
| Annual return | 15.92% | 23.57%-7.6pp | 27.34%-11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,096 | $1,817-39.7% | $2,352-53.4% | $2,342-53.2% |
| Participant deferral / active EE | $2,264 | $2,580-12.2% | $3,142-28.0% | $3,332-32.1% |
| Admin fee / account holder | $43,837 | $3,825+1046.1% | $5,800+655.9% | $4,645+843.7% |