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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 | $22,431 | $72,269-69.0% | $101,271-77.9% | $79,852-71.9% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 17.12% | 22.29%-5.2pp | 46.48%-29.4pp | 31.72%-14.6pp |
| Employer contribution / active EE | $4,693 | $2,692+74.4% | $3,660+28.2% | $2,471+89.9% |
| Participant deferral / active EE | $3,149 | $3,282-4.1% | $4,371-28.0% | $3,740-15.8% |
| Admin fee / account holder | $11,833 | $4,401+168.9% | $5,948+98.9% | $5,306+123.0% |