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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 | $14,773 | $57,590-74.3% | $86,233-82.9% | $82,448-82.1% |
| Participation rate | 88.7% | 57.9%+30.8pp | 69.0%+19.7pp | 68.1%+20.6pp |
| Annual return | 16.75% | 22.41%-5.7pp | 61.39%-44.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,338 | $1,655+41.2% | $2,504-6.7% | $2,551-8.4% |
| Participant deferral / active EE | $4,206 | $3,080+36.6% | $4,559-7.7% | $4,139+1.6% |
| Admin fee / account holder | $817 | $4,730-82.7% | $8,342-90.2% | $7,234-88.7% |