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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 | $11,170 | $39,132-71.5% | $57,196-80.5% | $62,881-82.2% |
| Participation rate | 89.7% | 70.5%+19.2pp | 75.3%+14.3pp | 69.3%+20.4pp |
| Annual return | 17.23% | 9.24%+8.0pp | 14.59%+2.6pp | 20.14%-2.9pp |
| Employer contribution / active EE | $2,308 | $1,874+23.2% | $2,683-14.0% | $2,281+1.2% |
| Participant deferral / active EE | $2,617 | $2,374+10.2% | $3,096-15.5% | $3,203-18.3% |
| Admin fee / account holder | $386 | $2,594-85.1% | $3,141-87.7% | $4,296-91.0% |