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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 | $16,688 | $49,025-66.0% | $87,502-80.9% | $62,881-73.5% |
| Participation rate | 92.6% | 64.9%+27.8pp | 73.8%+18.8pp | 69.3%+23.3pp |
| Annual return | 5.18% | 10.02%-4.8pp | 12.21%-7.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,628 | $1,372+18.7% | $2,550-36.1% | $2,281-28.6% |
| Participant deferral / active EE | $2,733 | $2,289+19.4% | $3,149-13.2% | $3,203-14.7% |
| Admin fee / account holder | $667 | $4,065-83.6% | $4,221-84.2% | $4,296-84.5% |