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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 | $24,882 | $74,535-66.6% | $100,712-75.3% | $82,637-69.9% |
| Participation rate | 83.8% | 61.2%+22.6pp | 69.3%+14.5pp | 68.1%+15.7pp |
| Annual return | 13.56% | 18.92%-5.4pp | 33.27%-19.7pp | 53.51%-39.9pp |
| Employer contribution / active EE | $3,682 | $1,503+145.0% | $2,313+59.2% | $2,552+44.3% |
| Participant deferral / active EE | $1,501 | $3,074-51.2% | $4,085-63.3% | $4,126-63.6% |
| Admin fee / account holder | $410 | $6,576-93.8% | $9,256-95.6% | $7,339-94.4% |