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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 | $19,962 | $56,894-64.9% | $84,753-76.4% | $62,881-68.3% |
| Participation rate | 93.9% | 68.5%+25.4pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | 7.37% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $3,395 | $2,400+41.5% | $3,574-5.0% | $2,281+48.9% |
| Participant deferral / active EE | $2,872 | $2,709+6.0% | $3,712-22.6% | $3,203-10.3% |
| Admin fee / account holder | $713 | $3,581-80.1% | $5,333-86.6% | $4,296-83.4% |