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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 | $27,455 | $76,564-64.1% | $105,582-74.0% | $94,015-70.8% |
| Participation rate | 97.0% | 65.2%+31.8pp | 71.8%+25.2pp | 70.8%+26.1pp |
| Annual return | 13.12% | 20.69%-7.6pp | 18.61%-5.5pp | 17.84%-4.7pp |
| Employer contribution / active EE | $929 | $1,995-53.5% | $2,984-68.9% | $2,790-66.7% |
| Participant deferral / active EE | $4,778 | $3,320+43.9% | $4,353+9.8% | $4,249+12.4% |
| Admin fee / account holder | $8,855 | $7,129+24.2% | $12,856-31.1% | $8,951-1.1% |