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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 | $23,151 | $76,551-69.8% | $123,894-81.3% | $62,881-63.2% |
| Participation rate | 83.3% | 73.0%+10.4pp | 81.4%+1.9pp | 69.3%+14.0pp |
| Annual return | 9.22% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,314 | $2,882-19.7% | $4,617-49.9% | $2,281+1.4% |
| Participant deferral / active EE | $6,783 | $4,840+40.2% | $5,984+13.4% | $3,203+111.8% |
| Admin fee / account holder | $3,506 | $4,826-27.3% | $8,357-58.0% | $4,296-18.4% |