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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 | $24,194 | $93,598-74.2% | $135,974-82.2% | $75,173-67.8% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 17.58% | 30.89%-13.3pp | 68.30%-50.7pp | 160.72%-143.1pp |
| Employer contribution / active EE | $2,463 | $3,538-30.4% | $4,859-49.3% | $2,671-7.8% |
| Participant deferral / active EE | $6,701 | $6,405+4.6% | $7,760-13.6% | $4,126+62.4% |
| Admin fee / account holder | $718 | $6,978-89.7% | $10,767-93.3% | $5,651-87.3% |