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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 | $17,071 | $99,345-82.8% | $84,753-79.9% | $273,972-93.8% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 19.35% | 22.93%-3.6pp | 22.78%-3.4pp | 41.46%-22.1pp |
| Employer contribution / active EE | $5,231 | $4,214+24.1% | $3,574+46.3% | $4,869+7.4% |
| Participant deferral / active EE | $5,429 | $4,270+27.1% | $3,712+46.3% | $5,287+2.7% |
| Admin fee / account holder | $469 | $6,645-92.9% | $5,333-91.2% | $10,133-95.4% |