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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 | $23,371 | $58,493-60.0% | $84,021-72.2% | $72,975-68.0% |
| Participation rate | 96.3% | 61.2%+35.1pp | 69.0%+27.3pp | 69.5%+26.8pp |
| Annual return | 18.26% | 28.93%-10.7pp | 71.32%-53.1pp | 81.01%-62.7pp |
| Employer contribution / active EE | $2,022 | $1,163+73.9% | $1,984+1.9% | $2,440-17.1% |
| Participant deferral / active EE | $3,863 | $2,394+61.4% | $3,239+19.3% | $3,608+7.1% |
| Admin fee / account holder | $401 | $4,569-91.2% | $6,102-93.4% | $5,124-92.2% |