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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 | $23,319 | $64,517-63.9% | $81,438-71.4% | $80,874-71.2% |
| Participation rate | 94.3% | 63.9%+30.4pp | 69.5%+24.8pp | 67.6%+26.6pp |
| Annual return | 12.73% | 16.35%-3.6pp | 24.74%-12.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $2,658 | $1,982+34.1% | $2,460+8.0% | $2,756-3.5% |
| Participant deferral / active EE | $4,164 | $3,096+34.5% | $3,883+7.2% | $4,297-3.1% |
| Admin fee / account holder | $3,219 | $5,677-43.3% | $5,764-44.2% | $6,935-53.6% |