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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 | $19,698 | $63,845-69.1% | $81,370-75.8% | $80,959-75.7% |
| Participation rate | 97.1% | 63.9%+33.2pp | 69.5%+27.5pp | 67.7%+29.4pp |
| Annual return | 18.09% | 16.37%+1.7pp | 24.85%-6.8pp | 35.67%-17.6pp |
| Employer contribution / active EE | $1,997 | $1,980+0.9% | $2,464-19.0% | $2,757-27.6% |
| Participant deferral / active EE | $4,794 | $3,093+55.0% | $3,885+23.4% | $4,300+11.5% |
| Admin fee / account holder | $352 | $5,688-93.8% | $5,749-93.9% | $6,925-94.9% |