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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 | $24,178 | $63,949-62.2% | $129,031-81.3% | $94,015-74.3% |
| Participation rate | 91.3% | 63.4%+27.9pp | 73.4%+18.0pp | 70.8%+20.5pp |
| Annual return | 24.43% | 17.56%+6.9pp | 34.67%-10.2pp | 17.84%+6.6pp |
| Employer contribution / active EE | $2,503 | $1,865+34.3% | $3,226-22.4% | $2,790-10.3% |
| Participant deferral / active EE | $7,708 | $3,686+109.1% | $5,217+47.7% | $4,249+81.4% |
| Admin fee / account holder | $2,959 | $5,523-46.4% | $13,208-77.6% | $8,951-66.9% |