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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 | $25,349 | $72,273-64.9% | $101,275-75.0% | $79,856-68.3% |
| Participation rate | 83.7% | 68.5%+15.3pp | 75.8%+7.9pp | 69.6%+14.1pp |
| Annual return | 16.78% | 22.30%-5.5pp | 46.48%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,750 | $2,691-35.0% | $3,660-52.2% | $2,471-29.2% |
| Participant deferral / active EE | $3,069 | $3,282-6.5% | $4,371-29.8% | $3,741-18.0% |
| Admin fee / account holder | $689 | $4,401-84.4% | $5,948-88.4% | $5,306-87.0% |