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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 | $21,064 | $48,053-56.2% | $84,623-75.1% | $72,983-71.1% |
| Participation rate | 72.0% | 57.6%+14.4pp | 68.2%+3.8pp | 69.5%+2.5pp |
| Annual return | 23.29% | 37.39%-14.1pp | 258.77%-235.5pp | 81.01%-57.7pp |
| Employer contribution / active EE | $2,962 | $1,602+84.9% | $2,652+11.7% | $2,440+21.4% |
| Participant deferral / active EE | $2,207 | $2,681-17.7% | $3,899-43.4% | $3,608-38.8% |
| Admin fee / account holder | $2,936 | $3,395-13.5% | $4,913-40.2% | $5,124-42.7% |