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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 | $28,785 | $60,349-52.3% | $74,184-61.2% | $62,881-54.2% |
| Participation rate | 96.1% | 72.7%+23.3pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | 7.18% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,033 | $1,680+21.0% | $2,370-14.2% | $2,281-10.8% |
| Participant deferral / active EE | $2,374 | $2,856-16.9% | $3,550-33.1% | $3,203-25.9% |
| Admin fee / account holder | $821 | $4,261-80.7% | $5,586-85.3% | $4,296-80.9% |