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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 | $29,227 | $81,487-64.1% | $102,412-71.5% | $80,935-63.9% |
| Participation rate | 70.3% | 66.8%+3.4pp | 74.5%-4.2pp | 67.7%+2.6pp |
| Annual return | 10.90% | 25.60%-14.7pp | 24.94%-14.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $5,971 | $3,103+92.4% | $3,870+54.3% | $2,757+116.6% |
| Participant deferral / active EE | $1,818 | $3,871-53.0% | $5,060-64.1% | $4,299-57.7% |
| Admin fee / account holder | $5,120 | $6,717-23.8% | $8,388-39.0% | $6,924-26.1% |