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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 | $21,976 | $63,861-65.6% | $104,639-79.0% | $79,856-72.5% |
| Participation rate | 82.1% | 64.9%+17.2pp | 74.1%+8.1pp | 69.6%+12.5pp |
| Annual return | 33.80% | 21.30%+12.5pp | 340.67%-306.9pp | 31.71%+2.1pp |
| Employer contribution / active EE | $1,618 | $1,588+1.9% | $2,682-39.7% | $2,471-34.5% |
| Participant deferral / active EE | $4,079 | $2,693+51.4% | $3,738+9.1% | $3,741+9.0% |
| Admin fee / account holder | $722 | $4,185-82.8% | $6,465-88.8% | $5,306-86.4% |