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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 | $22,691 | $81,487-72.2% | $102,412-77.8% | $80,935-72.0% |
| Participation rate | 73.2% | 66.8%+6.4pp | 74.5%-1.3pp | 67.7%+5.6pp |
| Annual return | 28.46% | 25.60%+2.9pp | 24.94%+3.5pp | 35.66%-7.2pp |
| Employer contribution / active EE | $2,161 | $3,103-30.3% | $3,870-44.2% | $2,757-21.6% |
| Participant deferral / active EE | $4,330 | $3,871+11.9% | $5,060-14.4% | $4,299+0.7% |
| Admin fee / account holder | $2,949 | $6,717-56.1% | $8,388-64.8% | $6,924-57.4% |