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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 | $24,846 | $61,390-59.5% | $112,228-77.9% | $75,177-66.9% |
| Participation rate | 96.4% | 61.6%+34.7pp | 72.4%+23.9pp | 67.2%+29.2pp |
| Annual return | 26.16% | 28.47%-2.3pp | 30.23%-4.1pp | 160.75%-134.6pp |
| Employer contribution / active EE | $2,184 | $2,015+8.4% | $3,432-36.3% | $2,671-18.2% |
| Participant deferral / active EE | $4,214 | $3,108+35.6% | $4,800-12.2% | $4,126+2.1% |
| Admin fee / account holder | $566 | $4,862-88.4% | $7,752-92.7% | $5,651-90.0% |