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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 | $20,263 | $58,627-65.4% | $76,735-73.6% | $82,448-75.4% |
| Participation rate | 89.5% | 63.2%+26.3pp | 69.5%+20.0pp | 68.1%+21.4pp |
| Annual return | 29.27% | 39.10%-9.8pp | 29.77%-0.5pp | 41.64%-12.4pp |
| Employer contribution / active EE | $3,001 | $1,729+73.6% | $2,454+22.3% | $2,551+17.6% |
| Participant deferral / active EE | $3,547 | $3,134+13.2% | $4,088-13.2% | $4,139-14.3% |
| Admin fee / account holder | $689 | $5,323-87.1% | $7,189-90.4% | $7,234-90.5% |