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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 | $24,484 | $87,166-71.9% | $76,735-68.1% | $137,256-82.2% |
| Participation rate | 84.6% | 74.4%+10.3pp | 69.5%+15.1pp | 80.0%+4.7pp |
| Annual return | 24.70% | 26.50%-1.8pp | 29.77%-5.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,550 | $2,904-46.6% | $2,454-36.8% | $4,156-62.7% |
| Participant deferral / active EE | $3,888 | $4,726-17.7% | $4,088-4.9% | $6,407-39.3% |
| Admin fee / account holder | $584 | $8,403-93.0% | $7,189-91.9% | $12,270-95.2% |