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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 | $19,519 | $91,198-78.6% | $178,503-89.1% | $79,856-75.6% |
| Participation rate | 97.5% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 27.93% | 24.20%+3.7pp | 151.12%-123.2pp | 31.71%-3.8pp |
| Employer contribution / active EE | $2,393 | $3,257-26.5% | $5,011-52.2% | $2,471-3.1% |
| Participant deferral / active EE | $6,845 | $3,237+111.5% | $5,202+31.6% | $3,741+83.0% |
| Admin fee / account holder | $1,677 | $6,748-75.1% | $13,987-88.0% | $5,306-68.4% |