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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 | $29,994 | $77,358-61.2% | $102,184-70.6% | $87,485-65.7% |
| Participation rate | 90.0% | 78.7%+11.3pp | 82.6%+7.4pp | 68.9%+21.1pp |
| Annual return | 23.12% | 41.11%-18.0pp | 31.58%-8.5pp | 26.06%-2.9pp |
| Employer contribution / active EE | $2,403 | $2,562-6.2% | $3,594-33.1% | $2,596-7.4% |
| Participant deferral / active EE | $7,606 | $6,753+12.6% | $8,309-8.5% | $4,274+78.0% |
| Admin fee / account holder | $1,339 | $6,809-80.3% | $11,609-88.5% | $7,775-82.8% |