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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 | $24,667 | $81,504-69.7% | $102,437-75.9% | $80,959-69.5% |
| Participation rate | 87.8% | 66.9%+21.0pp | 74.5%+13.3pp | 67.7%+20.1pp |
| Annual return | 13.28% | 25.60%-12.3pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,064 | $3,104-1.3% | $3,871-20.8% | $2,757+11.1% |
| Participant deferral / active EE | $4,511 | $3,871+16.6% | $5,060-10.8% | $4,300+4.9% |
| Admin fee / account holder | $437 | $6,719-93.5% | $8,388-94.8% | $6,925-93.7% |