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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 | $106,749-76.4% | $145,433-82.6% | $82,448-69.4% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 21.96% | 27.59%-5.6pp | 66.58%-44.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,586 | $3,444-54.0% | $4,554-65.2% | $2,551-37.8% |
| Participant deferral / active EE | $4,535 | $6,519-30.4% | $7,897-42.6% | $4,139+9.6% |
| Admin fee / account holder | $1,852 | $8,390-77.9% | $13,129-85.9% | $7,234-74.4% |