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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 | $28,704 | $60,349-52.4% | $74,184-61.3% | $62,881-54.4% |
| Participation rate | 91.7% | 72.7%+18.9pp | 76.6%+15.0pp | 69.3%+22.4pp |
| Annual return | 6.83% | 21.38%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,428 | $1,680+44.5% | $2,370+2.4% | $2,281+6.4% |
| Participant deferral / active EE | $2,781 | $2,856-2.6% | $3,550-21.7% | $3,203-13.2% |
| Admin fee / account holder | $4,645 | $4,261+9.0% | $5,586-16.8% | $4,296+8.1% |