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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 | $16,859 | $61,605-72.6% | $112,273-85.0% | $75,173-77.6% |
| Participation rate | 92.9% | 61.7%+31.2pp | 72.4%+20.4pp | 67.2%+25.7pp |
| Annual return | 26.18% | 28.47%-2.3pp | 30.23%-4.0pp | 160.72%-134.5pp |
| Employer contribution / active EE | $2,334 | $2,015+15.8% | $3,431-32.0% | $2,671-12.6% |
| Participant deferral / active EE | $3,380 | $3,108+8.7% | $4,800-29.6% | $4,126-18.1% |
| Admin fee / account holder | $1,082 | $4,862-77.8% | $7,752-86.0% | $5,651-80.9% |