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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 | $22,506 | $72,607-69.0% | $90,259-75.1% | $87,485-74.3% |
| Participation rate | 90.7% | 64.8%+25.9pp | 70.7%+20.0pp | 68.9%+21.8pp |
| Annual return | 19.79% | 18.59%+1.2pp | 18.88%+0.9pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,474 | $1,919-23.2% | $2,291-35.7% | $2,596-43.2% |
| Participant deferral / active EE | $2,593 | $3,055-15.1% | $3,827-32.2% | $4,274-39.3% |
| Admin fee / account holder | $3,073 | $5,947-48.3% | $7,267-57.7% | $7,775-60.5% |