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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 | $28,444 | $76,551-62.8% | $123,894-77.0% | $62,881-54.8% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 9.59% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,259 | $2,882-21.6% | $4,617-51.1% | $2,281-0.9% |
| Participant deferral / active EE | $4,603 | $4,840-4.9% | $5,984-23.1% | $3,203+43.7% |
| Admin fee / account holder | $3,789 | $4,826-21.5% | $8,357-54.7% | $4,296-11.8% |