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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 | $27,071 | $61,605-56.1% | $112,273-75.9% | $75,173-64.0% |
| Participation rate | 93.5% | 61.7%+31.9pp | 72.4%+21.1pp | 67.2%+26.3pp |
| Annual return | 20.59% | 28.47%-7.9pp | 30.23%-9.6pp | 160.72%-140.1pp |
| Employer contribution / active EE | $1,586 | $2,015-21.3% | $3,431-53.8% | $2,671-40.6% |
| Participant deferral / active EE | $3,293 | $3,108+5.9% | $4,800-31.4% | $4,126-20.2% |
| Admin fee / account holder | $559 | $4,862-88.5% | $7,752-92.8% | $5,651-90.1% |