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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 | $24,137 | $48,076-49.8% | $78,693-69.3% | $62,891-61.6% |
| Participation rate | 95.7% | 65.2%+30.5pp | 73.6%+22.1pp | 69.3%+26.4pp |
| Annual return | 11.63% | 31.35%-19.7pp | 62.18%-50.5pp | 20.14%-8.5pp |
| Employer contribution / active EE | $2,520 | $2,015+25.1% | $2,850-11.6% | $2,281+10.5% |
| Participant deferral / active EE | $2,719 | $2,588+5.1% | $3,517-22.7% | $3,203-15.1% |
| Admin fee / account holder | $670 | $3,207-79.1% | $4,511-85.1% | $4,296-84.4% |