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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 | $27,246 | $73,955-63.2% | $96,520-71.8% | $75,181-63.8% |
| Participation rate | 80.6% | 66.4%+14.1pp | 74.3%+6.2pp | 67.2%+13.4pp |
| Annual return | 19.74% | 26.72%-7.0pp | 35.72%-16.0pp | 160.69%-141.0pp |
| Employer contribution / active EE | $3,330 | $2,930+13.7% | $3,739-10.9% | $2,671+24.7% |
| Participant deferral / active EE | $4,768 | $3,659+30.3% | $4,879-2.3% | $4,126+15.6% |
| Admin fee / account holder | $490 | $5,217-90.6% | $6,733-92.7% | $5,650-91.3% |