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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 | $27,085 | $106,864-74.7% | $147,318-81.6% | $82,637-67.2% |
| Participation rate | 96.6% | 75.5%+21.0pp | 82.1%+14.5pp | 68.1%+28.5pp |
| Annual return | 23.45% | 27.49%-4.0pp | 70.43%-47.0pp | 53.51%-30.1pp |
| Employer contribution / active EE | $2,380 | $3,417-30.3% | $4,593-48.2% | $2,552-6.7% |
| Participant deferral / active EE | $5,741 | $6,496-11.6% | $7,906-27.4% | $4,126+39.1% |
| Admin fee / account holder | $1,148 | $8,415-86.4% | $13,708-91.6% | $7,339-84.4% |