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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 | $25,985 | $102,245-74.6% | $89,340-70.9% | $137,256-81.1% |
| Participation rate | 94.7% | 74.9%+19.8pp | 69.6%+25.2pp | 80.0%+14.8pp |
| Annual return | 19.45% | 21.89%-2.4pp | 20.57%-1.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,272 | $2,529-10.2% | $2,231+1.8% | $4,156-45.3% |
| Participant deferral / active EE | $855 | $4,436-80.7% | $3,823-77.6% | $6,407-86.6% |
| Admin fee / account holder | $3,560 | $8,085-56.0% | $6,704-46.9% | $12,270-71.0% |