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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 | $23,013 | $41,377-44.4% | $109,313-78.9% | $62,881-63.4% |
| Participation rate | 96.3% | 57.5%+38.8pp | 71.3%+25.0pp | 69.3%+27.0pp |
| Annual return | 8.71% | 11.05%-2.3pp | 22.07%-13.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,471 | $1,276+15.3% | $3,892-62.2% | $2,281-35.5% |
| Participant deferral / active EE | $3,057 | $2,045+49.5% | $3,166-3.5% | $3,203-4.6% |
| Admin fee / account holder | $488 | $2,884-83.1% | $5,666-91.4% | $4,296-88.6% |