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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 | $21,405 | $58,493-63.4% | $84,021-74.5% | $72,975-70.7% |
| Participation rate | 78.6% | 61.2%+17.3pp | 69.0%+9.6pp | 69.5%+9.1pp |
| Annual return | 21.29% | 28.93%-7.6pp | 71.32%-50.0pp | 81.01%-59.7pp |
| Employer contribution / active EE | $2,194 | $1,163+88.6% | $1,984+10.6% | $2,440-10.1% |
| Participant deferral / active EE | $3,742 | $2,394+56.3% | $3,239+15.5% | $3,608+3.7% |
| Admin fee / account holder | $2,550 | $4,569-44.2% | $6,102-58.2% | $5,124-50.2% |