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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 | $39,810 | $75,541-47.3% | $152,093-73.8% | $82,637-51.8% |
| Participation rate | 98.1% | 66.5%+31.6pp | 77.8%+20.3pp | 68.1%+30.1pp |
| Annual return | 20.24% | 32.56%-12.3pp | 66.36%-46.1pp | 53.51%-33.3pp |
| Employer contribution / active EE | $1,939 | $2,622-26.1% | $4,175-53.6% | $2,552-24.0% |
| Participant deferral / active EE | $3,173 | $3,206-1.0% | $5,451-41.8% | $4,126-23.1% |
| Admin fee / account holder | $1,899 | $6,405-70.3% | $14,497-86.9% | $7,339-74.1% |