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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 | $15,275 | $67,894-77.5% | $89,340-82.9% | $82,448-81.5% |
| Participation rate | 78.6% | 64.0%+14.5pp | 69.6%+9.0pp | 68.1%+10.5pp |
| Annual return | 22.10% | 19.21%+2.9pp | 20.57%+1.5pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,677 | $1,828-8.3% | $2,231-24.8% | $2,551-34.3% |
| Participant deferral / active EE | $3,345 | $3,072+8.9% | $3,823-12.5% | $4,139-19.2% |
| Admin fee / account holder | $1,374 | $5,723-76.0% | $6,704-79.5% | $7,234-81.0% |