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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 | $21,373 | $99,345-78.5% | $84,753-74.8% | $273,972-92.2% |
| Participation rate | 95.8% | 80.7%+15.1pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 11.07% | 22.93%-11.9pp | 22.78%-11.7pp | 41.46%-30.4pp |
| Employer contribution / active EE | $2,553 | $4,214-39.4% | $3,574-28.6% | $4,869-47.6% |
| Participant deferral / active EE | $5,260 | $4,270+23.2% | $3,712+41.7% | $5,287-0.5% |
| Admin fee / account holder | $1,069 | $6,645-83.9% | $5,333-80.0% | $10,133-89.5% |