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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 | $26,802 | $78,015-65.6% | $178,505-85.0% | $80,959-66.9% |
| Participation rate | 97.9% | 65.7%+32.2pp | 77.1%+20.8pp | 67.7%+30.2pp |
| Annual return | 23.68% | 18.10%+5.6pp | 27.16%-3.5pp | 35.67%-12.0pp |
| Employer contribution / active EE | $2,433 | $2,281+6.7% | $3,955-38.5% | $2,757-11.7% |
| Participant deferral / active EE | $4,529 | $4,406+2.8% | $6,280-27.9% | $4,300+5.3% |
| Admin fee / account holder | $777 | $7,160-89.2% | $10,428-92.6% | $6,925-88.8% |