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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 | $25,855 | $72,273-64.2% | $101,275-74.5% | $79,856-67.6% |
| Participation rate | 92.9% | 68.5%+24.4pp | 75.8%+17.0pp | 69.6%+23.2pp |
| Annual return | 15.51% | 22.30%-6.8pp | 46.48%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $4,528 | $2,691+68.3% | $3,660+23.7% | $2,471+83.2% |
| Participant deferral / active EE | $2,649 | $3,282-19.3% | $4,371-39.4% | $3,741-29.2% |
| Admin fee / account holder | $1,334 | $4,401-69.7% | $5,948-77.6% | $5,306-74.9% |