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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 | $24,200 | $77,817-68.9% | $123,553-80.4% | $64,173-62.3% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | 4.65% | 12.49%-7.8pp | 119.21%-114.6pp | 7.63%-3.0pp |
| Employer contribution / active EE | $3,278 | $3,014+8.8% | $4,628-29.2% | $2,381+37.7% |
| Participant deferral / active EE | $3,940 | $5,240-24.8% | $6,426-38.7% | $3,470+13.6% |
| Admin fee / account holder | $385 | $5,519-93.0% | $9,284-95.9% | $4,887-92.1% |