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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 | $28,647 | $45,082-36.5% | $69,464-58.8% | $72,975-60.7% |
| Participation rate | 95.7% | 68.5%+27.2pp | 74.6%+21.0pp | 69.5%+26.2pp |
| Annual return | 28.03% | 22.66%+5.4pp | 28.98%-1.0pp | 81.01%-53.0pp |
| Employer contribution / active EE | $1,953 | $2,055-5.0% | $2,779-29.7% | $2,440-20.0% |
| Participant deferral / active EE | $4,782 | $2,604+83.6% | $3,536+35.2% | $3,608+32.5% |
| Admin fee / account holder | $512 | $3,057-83.3% | $3,840-86.7% | $5,124-90.0% |