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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 | $23,530 | $106,588-77.9% | $94,215-75.0% | $155,188-84.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 70.0%+10.0pp | 80.8%-0.8pp |
| Annual return | 21.80% | 29.39%-7.6pp | 28.22%-6.4pp | 148.84%-127.0pp |
| Employer contribution / active EE | $2,320 | $3,080-24.7% | $2,675-13.3% | $4,248-45.4% |
| Participant deferral / active EE | $4,652 | $4,802-3.1% | $4,276+8.8% | $6,531-28.8% |
| Admin fee / account holder | $1,687 | $12,281-86.3% | $10,216-83.5% | $14,480-88.4% |