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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 | $35,375 | $67,602-47.7% | $82,312-57.0% | $70,126-49.6% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 19.14% | 21.57%-2.4pp | 25.88%-6.7pp | 73.15%-54.0pp |
| Employer contribution / active EE | $1,091 | $1,755-37.8% | $2,428-55.1% | $2,343-53.4% |
| Participant deferral / active EE | $4,290 | $2,987+43.6% | $3,706+15.7% | $3,332+28.8% |
| Admin fee / account holder | $2,696 | $4,512-40.2% | $5,608-51.9% | $4,645-42.0% |