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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 | $23,676 | $73,988-68.0% | $96,538-75.5% | $75,177-68.5% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 21.53% | 26.73%-5.2pp | 35.74%-14.2pp | 160.75%-139.2pp |
| Employer contribution / active EE | $2,563 | $2,930-12.5% | $3,740-31.5% | $2,671-4.1% |
| Participant deferral / active EE | $4,143 | $3,660+13.2% | $4,880-15.1% | $4,126+0.4% |
| Admin fee / account holder | $958 | $5,220-81.7% | $6,737-85.8% | $5,651-83.1% |