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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 | $27,024 | $81,457-66.8% | $103,378-73.9% | $80,911-66.6% |
| Participation rate | 97.1% | 66.8%+30.2pp | 74.5%+22.5pp | 67.6%+29.4pp |
| Annual return | 23.54% | 25.58%-2.0pp | 24.91%-1.4pp | 35.63%-12.1pp |
| Employer contribution / active EE | $3,437 | $3,107+10.6% | $3,870-11.2% | $2,756+24.7% |
| Participant deferral / active EE | $3,272 | $3,871-15.5% | $5,058-35.3% | $4,297-23.8% |
| Admin fee / account holder | $510 | $6,717-92.4% | $8,401-93.9% | $6,935-92.6% |