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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 | $22,122 | $63,082-64.9% | $81,726-72.9% | $79,856-72.3% |
| Participation rate | 98.1% | 67.5%+30.6pp | 72.0%+26.1pp | 69.6%+28.5pp |
| Annual return | 10.73% | 22.66%-11.9pp | 29.49%-18.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,433 | $1,795+35.5% | $4,311-43.6% | $2,471-1.5% |
| Participant deferral / active EE | $1,695 | $2,780-39.0% | $7,108-76.2% | $3,741-54.7% |
| Admin fee / account holder | $331 | $4,428-92.5% | $5,160-93.6% | $5,306-93.8% |