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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 | $27,686 | $76,834-64.0% | $108,359-74.4% | $87,485-68.4% |
| Participation rate | 87.7% | 61.7%+26.0pp | 70.1%+17.6pp | 68.9%+18.8pp |
| Annual return | 20.47% | 19.09%+1.4pp | 36.89%-16.4pp | 26.06%-5.6pp |
| Employer contribution / active EE | $2,345 | $1,556+50.6% | $2,399-2.3% | $2,596-9.7% |
| Participant deferral / active EE | $4,008 | $3,100+29.3% | $4,137-3.1% | $4,274-6.2% |
| Admin fee / account holder | $961 | $6,537-85.3% | $9,741-90.1% | $7,775-87.6% |