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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 | $26,113 | $93,598-72.1% | $135,974-80.8% | $75,173-65.3% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 22.83% | 30.89%-8.1pp | 68.30%-45.5pp | 160.72%-137.9pp |
| Employer contribution / active EE | $2,659 | $3,538-24.9% | $4,859-45.3% | $2,671-0.5% |
| Participant deferral / active EE | $6,278 | $6,405-2.0% | $7,760-19.1% | $4,126+52.2% |
| Admin fee / account holder | $1,955 | $6,978-72.0% | $10,767-81.8% | $5,651-65.4% |