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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 | $28,752 | $72,269-60.2% | $101,271-71.6% | $79,852-64.0% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.8%+20.7pp | 69.6%+26.9pp |
| Annual return | 17.28% | 22.29%-5.0pp | 46.48%-29.2pp | 31.72%-14.4pp |
| Employer contribution / active EE | $972 | $2,692-63.9% | $3,660-73.5% | $2,471-60.7% |
| Participant deferral / active EE | $4,450 | $3,282+35.6% | $4,371+1.8% | $3,740+19.0% |
| Admin fee / account holder | $304 | $4,401-93.1% | $5,948-94.9% | $5,306-94.3% |