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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 | $27,796 | $56,894-51.1% | $84,753-67.2% | $62,881-55.8% |
| Participation rate | 93.8% | 68.5%+25.2pp | 76.6%+17.2pp | 69.3%+24.4pp |
| Annual return | 13.96% | 6.30%+7.7pp | 22.78%-8.8pp | 20.14%-6.2pp |
| Employer contribution / active EE | $2,202 | $2,400-8.3% | $3,574-38.4% | $2,281-3.5% |
| Participant deferral / active EE | $5,758 | $2,709+112.5% | $3,712+55.1% | $3,203+79.8% |
| Admin fee / account holder | $451 | $3,581-87.4% | $5,333-91.5% | $4,296-89.5% |