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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 | $22,131 | $58,493-62.2% | $84,021-73.7% | $72,975-69.7% |
| Participation rate | 87.1% | 61.2%+25.9pp | 69.0%+18.1pp | 69.5%+17.6pp |
| Annual return | 23.36% | 28.93%-5.6pp | 71.32%-48.0pp | 81.01%-57.7pp |
| Employer contribution / active EE | $2,786 | $1,163+139.6% | $1,984+40.4% | $2,440+14.2% |
| Participant deferral / active EE | $2,320 | $2,394-3.1% | $3,239-28.4% | $3,608-35.7% |
| Admin fee / account holder | $396 | $4,569-91.3% | $6,102-93.5% | $5,124-92.3% |