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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 | $27,316 | $77,814-64.9% | $158,223-82.7% | $86,983-68.6% |
| Participation rate | 96.3% | 68.4%+27.9pp | 79.2%+17.1pp | 69.5%+26.8pp |
| Annual return | 24.51% | 30.54%-6.0pp | 52.09%-27.6pp | 25.83%-1.3pp |
| Employer contribution / active EE | $2,741 | $2,592+5.7% | $4,109-33.3% | $2,584+6.1% |
| Participant deferral / active EE | $3,981 | $3,270+21.7% | $5,467-27.2% | $4,194-5.1% |
| Admin fee / account holder | $617 | $5,879-89.5% | $16,047-96.2% | $7,856-92.2% |