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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 | $27,397 | $81,487-66.4% | $102,412-73.2% | $80,935-66.1% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.7%+24.6pp |
| Annual return | 16.17% | 25.60%-9.4pp | 24.94%-8.8pp | 35.66%-19.5pp |
| Employer contribution / active EE | $2,655 | $3,103-14.4% | $3,870-31.4% | $2,757-3.7% |
| Participant deferral / active EE | $3,154 | $3,871-18.5% | $5,060-37.7% | $4,299-26.6% |
| Admin fee / account holder | $2,373 | $6,717-64.7% | $8,388-71.7% | $6,924-65.7% |