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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 | $25,470 | $41,377-38.4% | $109,313-76.7% | $62,881-59.5% |
| Participation rate | 92.6% | 57.5%+35.1pp | 71.3%+21.4pp | 69.3%+23.3pp |
| Annual return | 7.57% | 11.05%-3.5pp | 22.07%-14.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,830 | $1,276+121.8% | $3,892-27.3% | $2,281+24.1% |
| Participant deferral / active EE | $2,661 | $2,045+30.1% | $3,166-16.0% | $3,203-16.9% |
| Admin fee / account holder | $4,359 | $2,884+51.1% | $5,666-23.1% | $4,296+1.5% |