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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 | $29,631 | $67,602-56.2% | $82,312-64.0% | $70,126-57.7% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 20.50% | 21.57%-1.1pp | 25.88%-5.4pp | 73.15%-52.6pp |
| Employer contribution / active EE | $1,654 | $1,755-5.7% | $2,428-31.9% | $2,343-29.4% |
| Participant deferral / active EE | $6,486 | $2,987+117.1% | $3,706+75.0% | $3,332+94.7% |
| Admin fee / account holder | $325 | $4,512-92.8% | $5,608-94.2% | $4,645-93.0% |