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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 | $67,894-66.9% | $89,340-74.8% | $82,448-72.7% |
| Participation rate | 90.7% | 64.0%+26.6pp | 69.6%+21.1pp | 68.1%+22.6pp |
| Annual return | 19.79% | 19.21%+0.6pp | 20.57%-0.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,474 | $1,828-19.4% | $2,231-34.0% | $2,551-42.2% |
| Participant deferral / active EE | $2,593 | $3,072-15.6% | $3,823-32.2% | $4,139-37.4% |
| Admin fee / account holder | $3,073 | $5,723-46.3% | $6,704-54.2% | $7,234-57.5% |