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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 | $23,396 | $72,272-67.6% | $101,264-76.9% | $79,858-70.7% |
| Participation rate | 92.9% | 68.5%+24.4pp | 75.8%+17.1pp | 69.6%+23.2pp |
| Annual return | 19.64% | 22.30%-2.7pp | 46.48%-26.8pp | 31.72%-12.1pp |
| Employer contribution / active EE | $2,220 | $2,692-17.5% | $3,660-39.3% | $2,471-10.1% |
| Participant deferral / active EE | $5,469 | $3,282+66.7% | $4,370+25.1% | $3,740+46.2% |
| Admin fee / account holder | $990 | $4,401-77.5% | $5,947-83.4% | $5,306-81.4% |