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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 | $23,171 | $77,638-70.2% | $156,551-85.2% | $62,881-63.2% |
| Participation rate | 98.8% | 71.2%+27.6pp | 84.0%+14.8pp | 69.3%+29.5pp |
| Annual return | 14.60% | 50.33%-35.7pp | 32.23%-17.6pp | 20.14%-5.5pp |
| Employer contribution / active EE | $1,989 | $3,444-42.2% | $5,501-63.8% | $2,281-12.8% |
| Participant deferral / active EE | $3,324 | $3,046+9.1% | $4,871-31.8% | $3,203+3.8% |
| Admin fee / account holder | $7,902 | $5,561+42.1% | $13,028-39.3% | $4,296+84.0% |