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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 | $27,057 | $48,078-43.7% | $78,676-65.6% | $62,881-57.0% |
| Participation rate | 97.1% | 65.2%+31.9pp | 73.6%+23.6pp | 69.3%+27.8pp |
| Annual return | 7.15% | 31.36%-24.2pp | 62.19%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,767 | $2,015-12.3% | $2,850-38.0% | $2,281-22.5% |
| Participant deferral / active EE | $2,345 | $2,587-9.4% | $3,517-33.3% | $3,203-26.8% |
| Admin fee / account holder | $4,915 | $3,206+53.3% | $4,510+9.0% | $4,296+14.4% |