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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 | $26,985 | $72,492-62.8% | $87,102-69.0% | $72,983-63.0% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.9%+15.6pp | 69.5%+23.0pp |
| Annual return | 24.99% | 24.46%+0.5pp | 28.19%-3.2pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,763 | $1,894-6.9% | $2,521-30.1% | $2,440-27.8% |
| Participant deferral / active EE | $3,815 | $3,270+16.7% | $4,048-5.8% | $3,608+5.8% |
| Admin fee / account holder | $394 | $5,055-92.2% | $7,491-94.7% | $5,124-92.3% |