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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 | $21,699 | $54,541-60.2% | $78,778-72.5% | $70,126-69.1% |
| Participation rate | 92.1% | 60.8%+31.3pp | 69.2%+22.9pp | 69.5%+22.5pp |
| Annual return | 18.95% | 21.07%-2.1pp | 35.62%-16.7pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,937 | $1,089+78.0% | $1,986-2.4% | $2,343-17.3% |
| Participant deferral / active EE | $3,024 | $2,210+36.8% | $2,958+2.2% | $3,332-9.2% |
| Admin fee / account holder | $5,796 | $3,709+56.3% | $5,134+12.9% | $4,645+24.8% |