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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 | $13,238 | $58,057-77.2% | $97,032-86.4% | $86,983-84.8% |
| Participation rate | 95.5% | 60.4%+35.1pp | 71.6%+23.9pp | 69.5%+25.9pp |
| Annual return | 25.18% | 22.26%+2.9pp | 35.38%-10.2pp | 25.83%-0.6pp |
| Employer contribution / active EE | $1,964 | $1,663+18.1% | $2,629-25.3% | $2,584-24.0% |
| Participant deferral / active EE | $3,070 | $3,244-5.4% | $4,672-34.3% | $4,194-26.8% |
| Admin fee / account holder | $432 | $4,839-91.1% | $9,418-95.4% | $7,856-94.5% |