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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 | $20,358 | $57,065-64.3% | $75,670-73.1% | $70,131-71.0% |
| Participation rate | 70.0% | 68.1%+1.9pp | 72.3%-2.3pp | 69.5%+0.5pp |
| Annual return | 16.19% | 23.57%-7.4pp | 27.34%-11.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,260 | $1,817-30.6% | $2,352-46.4% | $2,342-46.2% |
| Participant deferral / active EE | $4,191 | $2,580+62.5% | $3,142+33.4% | $3,332+25.8% |
| Admin fee / account holder | $363 | $3,825-90.5% | $5,800-93.7% | $4,645-92.2% |