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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 | $27,518 | $61,605-55.3% | $112,273-75.5% | $75,173-63.4% |
| Participation rate | 73.1% | 61.7%+11.4pp | 72.4%+0.6pp | 67.2%+5.9pp |
| Annual return | 21.14% | 28.47%-7.3pp | 30.23%-9.1pp | 160.72%-139.6pp |
| Employer contribution / active EE | $1,994 | $2,015-1.1% | $3,431-41.9% | $2,671-25.3% |
| Participant deferral / active EE | $3,385 | $3,108+8.9% | $4,800-29.5% | $4,126-18.0% |
| Admin fee / account holder | $900 | $4,862-81.5% | $7,752-88.4% | $5,651-84.1% |