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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 | $13,746 | $54,757-74.9% | $90,300-84.8% | $72,983-81.2% |
| Participation rate | 87.3% | 65.1%+22.2pp | 73.3%+14.0pp | 69.5%+17.8pp |
| Annual return | 28.12% | 30.63%-2.5pp | 78.11%-50.0pp | 81.01%-52.9pp |
| Employer contribution / active EE | $1,434 | $2,092-31.5% | $2,854-49.8% | $2,440-41.2% |
| Participant deferral / active EE | $3,013 | $2,887+4.4% | $3,884-22.4% | $3,608-16.5% |
| Admin fee / account holder | $681 | $3,972-82.9% | $5,353-87.3% | $5,124-86.7% |