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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 | $27,252 | $45,082-39.5% | $69,464-60.8% | $72,975-62.7% |
| Participation rate | 78.0% | 68.5%+9.6pp | 74.6%+3.4pp | 69.5%+8.6pp |
| Annual return | 25.27% | 22.66%+2.6pp | 28.98%-3.7pp | 81.01%-55.7pp |
| Employer contribution / active EE | $1,061 | $2,055-48.4% | $2,779-61.8% | $2,440-56.5% |
| Participant deferral / active EE | $2,480 | $2,604-4.7% | $3,536-29.9% | $3,608-31.3% |
| Admin fee / account holder | $422 | $3,057-86.2% | $3,840-89.0% | $5,124-91.8% |