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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 | $24,747 | $49,249-49.8% | $70,476-64.9% | $79,852-69.0% |
| Participation rate | 87.5% | 69.2%+18.3pp | 75.1%+12.4pp | 69.6%+17.9pp |
| Annual return | 22.51% | 30.09%-7.6pp | 109.12%-86.6pp | 31.72%-9.2pp |
| Employer contribution / active EE | $4,254 | $2,100+102.6% | $2,738+55.4% | $2,471+72.2% |
| Participant deferral / active EE | $974 | $2,769-64.8% | $3,710-73.8% | $3,740-74.0% |
| Admin fee / account holder | $736 | $2,878-74.4% | $3,847-80.9% | $5,306-86.1% |