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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 | $28,115 | $76,551-63.3% | $123,894-77.3% | $62,881-55.3% |
| Participation rate | 76.3% | 73.0%+3.3pp | 81.4%-5.1pp | 69.3%+7.0pp |
| Annual return | 23.95% | 18.68%+5.3pp | 47.52%-23.6pp | 20.14%+3.8pp |
| Employer contribution / active EE | $2,209 | $2,882-23.4% | $4,617-52.2% | $2,281-3.2% |
| Participant deferral / active EE | $4,608 | $4,840-4.8% | $5,984-23.0% | $3,203+43.9% |
| Admin fee / account holder | $591 | $4,826-87.7% | $8,357-92.9% | $4,296-86.2% |