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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 | $35,732 | $37,156-3.8% | $83,854-57.4% | $86,983-58.9% |
| Participation rate | 83.9% | 49.1%+34.8pp | 59.1%+24.8pp | 69.5%+14.3pp |
| Annual return | 19.95% | 29.88%-9.9pp | 31.39%-11.4pp | 25.83%-5.9pp |
| Employer contribution / active EE | $2,328 | $661+252.3% | $1,017+128.9% | $2,584-9.9% |
| Participant deferral / active EE | $3,798 | $1,418+167.9% | $2,035+86.6% | $4,194-9.4% |
| Admin fee / account holder | $4,014 | $2,510+59.9% | $3,197+25.5% | $7,856-48.9% |