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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 | $24,343 | $78,013-68.8% | $178,449-86.4% | $80,911-69.9% |
| Participation rate | 86.1% | 65.7%+20.4pp | 77.1%+9.0pp | 67.6%+18.5pp |
| Annual return | 14.67% | 18.07%-3.4pp | 27.09%-12.4pp | 35.63%-21.0pp |
| Employer contribution / active EE | $2,076 | $2,287-9.2% | $3,951-47.5% | $2,756-24.7% |
| Participant deferral / active EE | $6,164 | $4,408+39.8% | $6,277-1.8% | $4,297+43.4% |
| Admin fee / account holder | $452 | $7,166-93.7% | $10,362-95.6% | $6,935-93.5% |