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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 | $75,720-70.3% | $90,312-75.1% | $86,983-74.1% |
| Participation rate | 90.7% | 66.3%+24.4pp | 72.9%+17.8pp | 69.5%+21.2pp |
| Annual return | 19.79% | 18.55%+1.2pp | 18.90%+0.9pp | 25.83%-6.0pp |
| Employer contribution / active EE | $1,474 | $1,945-24.2% | $2,243-34.3% | $2,584-43.0% |
| Participant deferral / active EE | $2,593 | $3,001-13.6% | $3,749-30.8% | $4,194-38.2% |
| Admin fee / account holder | $3,073 | $6,201-50.4% | $8,248-62.7% | $7,856-60.9% |