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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 | $26,892 | $54,757-50.9% | $90,304-70.2% | $72,975-63.1% |
| Participation rate | 96.3% | 65.2%+31.1pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 22.98% | 30.63%-7.7pp | 78.13%-55.2pp | 81.01%-58.0pp |
| Employer contribution / active EE | $1,514 | $2,093-27.7% | $2,855-47.0% | $2,440-37.9% |
| Participant deferral / active EE | $4,449 | $2,887+54.1% | $3,885+14.5% | $3,608+23.3% |
| Admin fee / account holder | $3,169 | $3,973-20.2% | $5,354-40.8% | $5,124-38.1% |