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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 | $26,407 | $106,864-75.3% | $147,318-82.1% | $82,637-68.0% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.1%+16.1pp | 68.1%+30.1pp |
| Annual return | 21.44% | 27.49%-6.1pp | 70.43%-49.0pp | 53.51%-32.1pp |
| Employer contribution / active EE | $2,724 | $3,417-20.3% | $4,593-40.7% | $2,552+6.7% |
| Participant deferral / active EE | $6,047 | $6,496-6.9% | $7,906-23.5% | $4,126+46.6% |
| Admin fee / account holder | $874 | $8,415-89.6% | $13,708-93.6% | $7,339-88.1% |