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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 | $33,621 | $108,825-69.1% | $156,181-78.5% | $82,448-59.2% |
| Participation rate | 97.1% | 72.4%+24.7pp | 78.8%+18.2pp | 68.1%+29.0pp |
| Annual return | 13.25% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,484 | $2,870-13.4% | $4,294-42.2% | $2,551-2.6% |
| Participant deferral / active EE | $5,545 | $4,577+21.2% | $6,132-9.6% | $4,139+34.0% |
| Admin fee / account holder | $4,549 | $9,341-51.3% | $14,586-68.8% | $7,234-37.1% |