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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 | $20,394 | $81,233-74.9% | $155,567-86.9% | $80,874-74.8% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 12.58% | 33.33%-20.7pp | 64.74%-52.2pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,886 | $3,101-39.2% | $4,674-59.7% | $2,756-31.6% |
| Participant deferral / active EE | $1,506 | $3,452-56.4% | $5,628-73.2% | $4,297-65.0% |
| Admin fee / account holder | $3,230 | $7,998-59.6% | $15,916-79.7% | $6,935-53.4% |