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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 | $22,198 | $58,851-62.3% | $115,167-80.7% | $72,976-69.6% |
| Participation rate | 95.7% | 65.5%+30.2pp | 75.9%+19.8pp | 69.5%+26.2pp |
| Annual return | 25.24% | 23.16%+2.1pp | 35.60%-10.4pp | 81.02%-55.8pp |
| Employer contribution / active EE | $2,705 | $1,798+50.5% | $3,179-14.9% | $2,440+10.9% |
| Participant deferral / active EE | $4,585 | $2,643+73.5% | $4,169+10.0% | $3,608+27.1% |
| Admin fee / account holder | $3,303 | $6,370-48.1% | $7,089-53.4% | $5,124-35.5% |