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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 | $28,624 | $67,602-57.7% | $82,312-65.2% | $70,126-59.2% |
| Participation rate | 87.3% | 72.8%+14.5pp | 76.9%+10.4pp | 69.5%+17.8pp |
| Annual return | 20.74% | 21.57%-0.8pp | 25.88%-5.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,715 | $1,755-2.3% | $2,428-29.4% | $2,343-26.8% |
| Participant deferral / active EE | $5,087 | $2,987+70.3% | $3,706+37.3% | $3,332+52.7% |
| Admin fee / account holder | $540 | $4,512-88.0% | $5,608-90.4% | $4,645-88.4% |