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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 | $26,052 | $76,551-66.0% | $123,894-79.0% | $62,881-58.6% |
| Participation rate | 94.2% | 73.0%+21.2pp | 81.4%+12.8pp | 69.3%+24.9pp |
| Annual return | 7.04% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,912 | $2,882+1.0% | $4,617-36.9% | $2,281+27.7% |
| Participant deferral / active EE | $6,283 | $4,840+29.8% | $5,984+5.0% | $3,203+96.2% |
| Admin fee / account holder | $2,742 | $4,826-43.2% | $8,357-67.2% | $4,296-36.2% |