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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 | $23,955 | $58,493-59.0% | $84,021-71.5% | $72,975-67.2% |
| Participation rate | 90.5% | 61.2%+29.2pp | 69.0%+21.5pp | 69.5%+21.0pp |
| Annual return | 20.90% | 28.93%-8.0pp | 71.32%-50.4pp | 81.01%-60.1pp |
| Employer contribution / active EE | $1,754 | $1,163+50.8% | $1,984-11.6% | $2,440-28.1% |
| Participant deferral / active EE | $2,744 | $2,394+14.6% | $3,239-15.3% | $3,608-23.9% |
| Admin fee / account holder | $1,175 | $4,569-74.3% | $6,102-80.7% | $5,124-77.1% |