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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 | $27,677 | $72,492-61.8% | $87,104-68.2% | $72,975-62.1% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.9%+18.0pp | 69.5%+25.4pp |
| Annual return | 21.29% | 24.46%-3.2pp | 28.19%-6.9pp | 81.01%-59.7pp |
| Employer contribution / active EE | $2,158 | $1,894+13.9% | $2,521-14.4% | $2,440-11.6% |
| Participant deferral / active EE | $3,378 | $3,270+3.3% | $4,048-16.6% | $3,608-6.4% |
| Admin fee / account holder | $10,932 | $5,055+116.3% | $7,491+45.9% | $5,124+113.4% |