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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 | $29,492 | $60,349-51.1% | $74,184-60.2% | $62,881-53.1% |
| Participation rate | 88.2% | 72.7%+15.5pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 15.43% | 21.38%-5.9pp | 17.74%-2.3pp | 20.14%-4.7pp |
| Employer contribution / active EE | $1,523 | $1,680-9.4% | $2,370-35.7% | $2,281-33.2% |
| Participant deferral / active EE | $3,366 | $2,856+17.8% | $3,550-5.2% | $3,203+5.1% |
| Admin fee / account holder | $401 | $4,261-90.6% | $5,586-92.8% | $4,296-90.7% |