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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 | $20,699 | $53,774-61.5% | $134,162-84.6% | $79,852-74.1% |
| Participation rate | 92.3% | 58.8%+33.5pp | 72.2%+20.1pp | 69.6%+22.7pp |
| Annual return | 15.33% | 19.01%-3.7pp | 36.35%-21.0pp | 31.72%-16.4pp |
| Employer contribution / active EE | $1,841 | $1,322+39.3% | $3,705-50.3% | $2,471-25.5% |
| Participant deferral / active EE | $3,372 | $2,420+39.3% | $3,500-3.6% | $3,740-9.9% |
| Admin fee / account holder | $973 | $3,985-75.6% | $6,685-85.5% | $5,306-81.7% |