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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 | $75,541-63.8% | $152,093-82.0% | $82,637-66.9% |
| Participation rate | 96.3% | 66.5%+29.8pp | 77.8%+18.6pp | 68.1%+28.3pp |
| Annual return | 24.51% | 32.56%-8.0pp | 66.36%-41.8pp | 53.51%-29.0pp |
| Employer contribution / active EE | $2,741 | $2,622+4.5% | $4,175-34.3% | $2,552+7.4% |
| Participant deferral / active EE | $3,981 | $3,206+24.2% | $5,451-27.0% | $4,126-3.5% |
| Admin fee / account holder | $617 | $6,405-90.4% | $14,497-95.7% | $7,339-91.6% |