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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 | $19,887 | $55,713-64.3% | $75,901-73.8% | $72,975-72.7% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.3%+19.6pp | 69.5%+19.4pp |
| Annual return | 26.16% | 27.60%-1.4pp | 30.76%-4.6pp | 81.01%-54.9pp |
| Employer contribution / active EE | $1,657 | $1,687-1.8% | $2,501-33.7% | $2,440-32.1% |
| Participant deferral / active EE | $3,066 | $2,634+16.4% | $3,603-14.9% | $3,608-15.0% |
| Admin fee / account holder | $543 | $3,980-86.4% | $5,420-90.0% | $5,124-89.4% |