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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 | $27,348 | $81,487-66.4% | $102,412-73.3% | $80,935-66.2% |
| Participation rate | 73.2% | 66.8%+6.3pp | 74.5%-1.3pp | 67.7%+5.5pp |
| Annual return | 16.02% | 25.60%-9.6pp | 24.94%-8.9pp | 35.66%-19.6pp |
| Employer contribution / active EE | $4,658 | $3,103+50.1% | $3,870+20.4% | $2,757+69.0% |
| Participant deferral / active EE | $1,803 | $3,871-53.4% | $5,060-64.4% | $4,299-58.1% |
| Admin fee / account holder | $2,044 | $6,717-69.6% | $8,388-75.6% | $6,924-70.5% |