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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 | $27,688 | $106,749-74.1% | $145,433-81.0% | $82,448-66.4% |
| Participation rate | 81.8% | 75.6%+6.2pp | 82.1%-0.3pp | 68.1%+13.8pp |
| Annual return | 21.28% | 27.59%-6.3pp | 66.58%-45.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,994 | $3,444-42.1% | $4,554-56.2% | $2,551-21.8% |
| Participant deferral / active EE | $7,037 | $6,519+7.9% | $7,897-10.9% | $4,139+70.0% |
| Admin fee / account holder | $719 | $8,390-91.4% | $13,129-94.5% | $7,234-90.1% |