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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 | $10,784 | $39,132-72.4% | $57,196-81.1% | $62,881-82.9% |
| Participation rate | 97.5% | 70.5%+27.0pp | 75.3%+22.2pp | 69.3%+28.2pp |
| Annual return | 26.32% | 9.24%+17.1pp | 14.59%+11.7pp | 20.14%+6.2pp |
| Employer contribution / active EE | $2,014 | $1,874+7.5% | $2,683-24.9% | $2,281-11.7% |
| Participant deferral / active EE | $4,431 | $2,374+86.6% | $3,096+43.1% | $3,203+38.4% |
| Admin fee / account holder | $654 | $2,594-74.8% | $3,141-79.2% | $4,296-84.8% |