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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 | $26,000 | $60,349-56.9% | $74,184-65.0% | $62,881-58.7% |
| Participation rate | 88.3% | 72.7%+15.6pp | 76.6%+11.7pp | 69.3%+19.0pp |
| Annual return | 6.42% | 21.38%-15.0pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,055 | $1,680+22.3% | $2,370-13.3% | $2,281-9.9% |
| Participant deferral / active EE | $3,529 | $2,856+23.5% | $3,550-0.6% | $3,203+10.2% |
| Admin fee / account holder | $4,653 | $4,261+9.2% | $5,586-16.7% | $4,296+8.3% |