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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 | $22,177 | $93,617-76.3% | $135,982-83.7% | $75,177-70.5% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 25.97% | 30.89%-4.9pp | 68.32%-42.4pp | 160.75%-134.8pp |
| Employer contribution / active EE | $2,232 | $3,538-36.9% | $4,859-54.1% | $2,671-16.4% |
| Participant deferral / active EE | $5,087 | $6,406-20.6% | $7,760-34.4% | $4,126+23.3% |
| Admin fee / account holder | $975 | $6,980-86.0% | $10,767-90.9% | $5,651-82.7% |