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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 | $26,605 | $79,557-66.6% | $118,746-77.6% | $70,126-62.1% |
| Participation rate | 84.6% | 71.4%+13.3pp | 78.3%+6.3pp | 69.5%+15.1pp |
| Annual return | 21.53% | 25.64%-4.1pp | 24.54%-3.0pp | 73.15%-51.6pp |
| Employer contribution / active EE | $2,464 | $2,861-13.9% | $4,193-41.2% | $2,343+5.2% |
| Participant deferral / active EE | $4,164 | $4,089+1.8% | $5,332-21.9% | $3,332+25.0% |
| Admin fee / account holder | $1,080 | $5,374-79.9% | $10,720-89.9% | $4,645-76.8% |