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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 | $26,590 | $99,345-73.2% | $84,753-68.6% | $273,972-90.3% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 12.92% | 22.93%-10.0pp | 22.78%-9.9pp | 41.46%-28.5pp |
| Employer contribution / active EE | $2,289 | $4,214-45.7% | $3,574-36.0% | $4,869-53.0% |
| Participant deferral / active EE | $7,611 | $4,270+78.3% | $3,712+105.1% | $5,287+44.0% |
| Admin fee / account holder | $589 | $6,645-91.1% | $5,333-89.0% | $10,133-94.2% |