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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 | $25,795 | $74,535-65.4% | $100,712-74.4% | $82,637-68.8% |
| Participation rate | 88.9% | 61.2%+27.7pp | 69.3%+19.6pp | 68.1%+20.8pp |
| Annual return | 17.68% | 18.92%-1.2pp | 33.27%-15.6pp | 53.51%-35.8pp |
| Employer contribution / active EE | $2,035 | $1,503+35.5% | $2,313-12.0% | $2,552-20.2% |
| Participant deferral / active EE | $3,224 | $3,074+4.9% | $4,085-21.1% | $4,126-21.9% |
| Admin fee / account holder | $3,776 | $6,576-42.6% | $9,256-59.2% | $7,339-48.6% |