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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 | $25,376 | $73,988-65.7% | $96,538-73.7% | $75,177-66.2% |
| Participation rate | 70.3% | 66.4%+3.8pp | 74.3%-4.1pp | 67.2%+3.1pp |
| Annual return | 19.08% | 26.73%-7.7pp | 35.74%-16.7pp | 160.75%-141.7pp |
| Employer contribution / active EE | $1,989 | $2,930-32.1% | $3,740-46.8% | $2,671-25.5% |
| Participant deferral / active EE | $4,220 | $3,660+15.3% | $4,880-13.5% | $4,126+2.3% |
| Admin fee / account holder | $346 | $5,220-93.4% | $6,737-94.9% | $5,651-93.9% |