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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 | $25,538 | $56,894-55.1% | $84,753-69.9% | $62,881-59.4% |
| Participation rate | 88.2% | 68.5%+19.7pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 7.57% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,856 | $2,400-22.6% | $3,574-48.1% | $2,281-18.6% |
| Participant deferral / active EE | $2,536 | $2,709-6.4% | $3,712-31.7% | $3,203-20.8% |
| Admin fee / account holder | $2,745 | $3,581-23.3% | $5,333-48.5% | $4,296-36.1% |