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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 | $22,345 | $72,471-69.2% | $94,215-76.3% | $86,983-74.3% |
| Participation rate | 82.5% | 63.9%+18.6pp | 70.0%+12.5pp | 69.5%+12.9pp |
| Annual return | 20.18% | 26.44%-6.3pp | 28.22%-8.0pp | 25.83%-5.7pp |
| Employer contribution / active EE | $3,205 | $1,936+65.5% | $2,675+19.8% | $2,584+24.0% |
| Participant deferral / active EE | $4,391 | $3,397+29.3% | $4,276+2.7% | $4,194+4.7% |
| Admin fee / account holder | $1,988 | $6,468-69.3% | $10,216-80.5% | $7,856-74.7% |