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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 | $28,606 | $75,541-62.1% | $152,093-81.2% | $82,637-65.4% |
| Participation rate | 72.7% | 66.5%+6.2pp | 77.8%-5.0pp | 68.1%+4.7pp |
| Annual return | 15.60% | 32.56%-17.0pp | 66.36%-50.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,228 | $2,622-53.2% | $4,175-70.6% | $2,552-51.9% |
| Participant deferral / active EE | $4,537 | $3,206+41.5% | $5,451-16.8% | $4,126+10.0% |
| Admin fee / account holder | $2,758 | $6,405-56.9% | $14,497-81.0% | $7,339-62.4% |