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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 | $19,623 | $65,712-70.1% | $57,196-65.7% | $273,972-92.8% |
| Participation rate | 84.6% | 78.3%+6.3pp | 75.3%+9.3pp | 83.0%+1.6pp |
| Annual return | 15.56% | 22.01%-6.4pp | 14.59%+1.0pp | 41.46%-25.9pp |
| Employer contribution / active EE | $2,036 | $3,280-37.9% | $2,683-24.1% | $4,869-58.2% |
| Participant deferral / active EE | $4,093 | $3,782+8.2% | $3,096+32.2% | $5,287-22.6% |
| Admin fee / account holder | $2,793 | $4,838-42.3% | $3,141-11.1% | $10,133-72.4% |