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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 | $26,467 | $79,961-66.9% | $98,462-73.1% | $75,177-64.8% |
| Participation rate | 97.2% | 70.4%+26.9pp | 75.2%+22.1pp | 67.2%+30.0pp |
| Annual return | 16.02% | 19.75%-3.7pp | 21.17%-5.2pp | 160.75%-144.7pp |
| Employer contribution / active EE | $2,054 | $2,264-9.3% | $3,049-32.6% | $2,671-23.1% |
| Participant deferral / active EE | $3,086 | $3,753-17.8% | $4,738-34.9% | $4,126-25.2% |
| Admin fee / account holder | $6,099 | $6,842-10.9% | $8,875-31.3% | $5,651+7.9% |