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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 | $23,370 | $99,345-76.5% | $84,753-72.4% | $273,972-91.5% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 4.37% | 22.93%-18.6pp | 22.78%-18.4pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,874 | $4,214-55.5% | $3,574-47.6% | $4,869-61.5% |
| Participant deferral / active EE | $2,709 | $4,270-36.5% | $3,712-27.0% | $5,287-48.8% |
| Admin fee / account holder | $559 | $6,645-91.6% | $5,333-89.5% | $10,133-94.5% |