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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 | $16,862 | $48,078-64.9% | $78,676-78.6% | $62,881-73.2% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.6%+23.8pp | 69.3%+28.0pp |
| Annual return | 38.98% | 31.36%+7.6pp | 62.19%-23.2pp | 20.14%+18.8pp |
| Employer contribution / active EE | $669 | $2,015-66.8% | $2,850-76.5% | $2,281-70.7% |
| Participant deferral / active EE | $1,133 | $2,587-56.2% | $3,517-67.8% | $3,203-64.6% |
| Admin fee / account holder | $4,804 | $3,206+49.8% | $4,510+6.5% | $4,296+11.8% |