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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 | $24,055 | $106,864-77.5% | $147,318-83.7% | $82,637-70.9% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.1%+15.7pp | 68.1%+29.7pp |
| Annual return | 22.60% | 27.49%-4.9pp | 70.43%-47.8pp | 53.51%-30.9pp |
| Employer contribution / active EE | $2,881 | $3,417-15.7% | $4,593-37.3% | $2,552+12.9% |
| Participant deferral / active EE | $4,109 | $6,496-36.7% | $7,906-48.0% | $4,126-0.4% |
| Admin fee / account holder | $1,346 | $8,415-84.0% | $13,708-90.2% | $7,339-81.7% |