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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 | $22,812 | $81,504-72.0% | $102,437-77.7% | $80,959-71.8% |
| Participation rate | 70.2% | 66.9%+3.4pp | 74.5%-4.3pp | 67.7%+2.5pp |
| Annual return | 24.99% | 25.60%-0.6pp | 24.95%0pp | 35.67%-10.7pp |
| Employer contribution / active EE | $1,617 | $3,104-47.9% | $3,871-58.2% | $2,757-41.4% |
| Participant deferral / active EE | $2,699 | $3,871-30.3% | $5,060-46.7% | $4,300-37.2% |
| Admin fee / account holder | $985 | $6,719-85.3% | $8,388-88.3% | $6,925-85.8% |