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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 | $28,952 | $72,492-60.1% | $87,104-66.8% | $72,975-60.3% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.9%+8.1pp | 69.5%+15.5pp |
| Annual return | 21.83% | 24.46%-2.6pp | 28.19%-6.4pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,287 | $1,894+20.7% | $2,521-9.3% | $2,440-6.3% |
| Participant deferral / active EE | $3,139 | $3,270-4.0% | $4,048-22.5% | $3,608-13.0% |
| Admin fee / account holder | $1,628 | $5,055-67.8% | $7,491-78.3% | $5,124-68.2% |