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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 | $20,970 | $75,807-72.3% | $116,096-81.9% | $86,983-75.9% |
| Participation rate | 92.0% | 66.9%+25.1pp | 73.3%+18.7pp | 69.5%+22.5pp |
| Annual return | 18.21% | 18.57%-0.4pp | 326.25%-308.0pp | 25.83%-7.6pp |
| Employer contribution / active EE | $1,500 | $1,892-20.7% | $2,503-40.1% | $2,584-42.0% |
| Participant deferral / active EE | $3,582 | $3,212+11.5% | $3,952-9.4% | $4,194-14.6% |
| Admin fee / account holder | $929 | $6,659-86.0% | $7,704-87.9% | $7,856-88.2% |