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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 | $24,233 | $106,864-77.3% | $147,318-83.6% | $82,637-70.7% |
| Participation rate | 80.6% | 75.5%+5.1pp | 82.1%-1.5pp | 68.1%+12.5pp |
| Annual return | 23.88% | 27.49%-3.6pp | 70.43%-46.6pp | 53.51%-29.6pp |
| Employer contribution / active EE | $3,281 | $3,417-4.0% | $4,593-28.6% | $2,552+28.6% |
| Participant deferral / active EE | $6,914 | $6,496+6.4% | $7,906-12.5% | $4,126+67.6% |
| Admin fee / account holder | $419 | $8,415-95.0% | $13,708-96.9% | $7,339-94.3% |