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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 | $25,832 | $72,273-64.3% | $101,275-74.5% | $79,856-67.7% |
| Participation rate | 76.2% | 68.5%+7.7pp | 75.8%+0.4pp | 69.6%+6.5pp |
| Annual return | 17.90% | 22.30%-4.4pp | 46.48%-28.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,149 | $2,691-20.2% | $3,660-41.3% | $2,471-13.1% |
| Participant deferral / active EE | $3,747 | $3,282+14.2% | $4,371-14.3% | $3,741+0.2% |
| Admin fee / account holder | $853 | $4,401-80.6% | $5,948-85.7% | $5,306-83.9% |