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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 | $26,248 | $72,269-63.7% | $101,271-74.1% | $79,852-67.1% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.8%+13.5pp | 69.6%+19.6pp |
| Annual return | 15.61% | 22.29%-6.7pp | 46.48%-30.9pp | 31.72%-16.1pp |
| Employer contribution / active EE | $1,688 | $2,692-37.3% | $3,660-53.9% | $2,471-31.7% |
| Participant deferral / active EE | $3,361 | $3,282+2.4% | $4,371-23.1% | $3,740-10.2% |
| Admin fee / account holder | $679 | $4,401-84.6% | $5,948-88.6% | $5,306-87.2% |