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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 | $24,942 | $81,487-69.4% | $102,412-75.6% | $80,935-69.2% |
| Participation rate | 78.9% | 66.8%+12.1pp | 74.5%+4.4pp | 67.7%+11.3pp |
| Annual return | 10.82% | 25.60%-14.8pp | 24.94%-14.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $3,291 | $3,103+6.1% | $3,870-15.0% | $2,757+19.4% |
| Participant deferral / active EE | $2,009 | $3,871-48.1% | $5,060-60.3% | $4,299-53.3% |
| Admin fee / account holder | $511 | $6,717-92.4% | $8,388-93.9% | $6,924-92.6% |