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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 | $25,240 | $106,864-76.4% | $147,318-82.9% | $82,637-69.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.1%+3.6pp | 68.1%+17.7pp |
| Annual return | 21.96% | 27.49%-5.5pp | 70.43%-48.5pp | 53.51%-31.5pp |
| Employer contribution / active EE | $1,586 | $3,417-53.6% | $4,593-65.5% | $2,552-37.9% |
| Participant deferral / active EE | $4,535 | $6,496-30.2% | $7,906-42.6% | $4,126+9.9% |
| Admin fee / account holder | $1,852 | $8,415-78.0% | $13,708-86.5% | $7,339-74.8% |