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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 | $25,513 | $70,486-63.8% | $100,528-74.6% | $79,852-68.0% |
| Participation rate | 93.8% | 73.6%+20.1pp | 79.4%+14.3pp | 69.6%+24.1pp |
| Annual return | 20.81% | 21.90%-1.1pp | 30.90%-10.1pp | 31.72%-10.9pp |
| Employer contribution / active EE | $1,197 | $2,165-44.7% | $3,419-65.0% | $2,471-51.5% |
| Participant deferral / active EE | $4,718 | $5,182-8.9% | $6,271-24.8% | $3,740+26.1% |
| Admin fee / account holder | $325 | $4,480-92.8% | $8,084-96.0% | $5,306-93.9% |