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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 | $21,936 | $69,590-68.5% | $136,867-84.0% | $94,015-76.7% |
| Participation rate | 79.8% | 66.3%+13.5pp | 74.5%+5.2pp | 70.8%+9.0pp |
| Annual return | 27.43% | 19.62%+7.8pp | 42.97%-15.5pp | 17.84%+9.6pp |
| Employer contribution / active EE | $2,239 | $2,396-6.6% | $3,547-36.9% | $2,790-19.7% |
| Participant deferral / active EE | $3,901 | $3,437+13.5% | $4,924-20.8% | $4,249-8.2% |
| Admin fee / account holder | $2,250 | $8,912-74.7% | $10,340-78.2% | $8,951-74.9% |