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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 | $44,194 | $59,804-26.1% | $81,988-46.1% | $79,859-44.7% |
| Participation rate | 94.5% | 61.6%+32.9pp | 69.3%+25.3pp | 69.6%+24.9pp |
| Annual return | 14.21% | 17.56%-3.4pp | 41.32%-27.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,620 | $1,713-5.5% | $2,499-35.2% | $2,471-34.5% |
| Participant deferral / active EE | $2,836 | $2,695+5.2% | $3,723-23.8% | $3,741-24.2% |
| Admin fee / account holder | $9,987 | $4,288+132.9% | $5,666+76.3% | $5,307+88.2% |