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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 | $37,835 | $72,607-47.9% | $90,259-58.1% | $87,485-56.8% |
| Participation rate | 95.7% | 64.8%+30.9pp | 70.7%+25.0pp | 68.9%+26.8pp |
| Annual return | 13.39% | 18.59%-5.2pp | 18.88%-5.5pp | 26.06%-12.7pp |
| Employer contribution / active EE | $6,344 | $1,919+230.5% | $2,291+176.9% | $2,596+144.4% |
| Participant deferral / active EE | $3,977 | $3,055+30.2% | $3,827+3.9% | $4,274-6.9% |
| Admin fee / account holder | $1,051 | $5,947-82.3% | $7,267-85.5% | $7,775-86.5% |