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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 | $26,986 | $63,949-57.8% | $129,031-79.1% | $94,015-71.3% |
| Participation rate | 98.9% | 63.4%+35.5pp | 73.4%+25.6pp | 70.8%+28.1pp |
| Annual return | 17.40% | 17.56%-0.2pp | 34.67%-17.3pp | 17.84%-0.4pp |
| Employer contribution / active EE | $458 | $1,865-75.4% | $3,226-85.8% | $2,790-83.6% |
| Participant deferral / active EE | $5,114 | $3,686+38.7% | $5,217-2.0% | $4,249+20.3% |
| Admin fee / account holder | $2,919 | $5,523-47.1% | $13,208-77.9% | $8,951-67.4% |