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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 | $81,276-74.9% | $155,574-86.9% | $80,925-74.8% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.7%+29.8pp |
| Annual return | 12.58% | 33.36%-20.8pp | 64.87%-52.3pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,886 | $3,103-39.2% | $4,676-59.7% | $2,756-31.6% |
| Participant deferral / active EE | $1,506 | $3,453-56.4% | $5,629-73.3% | $4,299-65.0% |
| Admin fee / account holder | $3,230 | $7,993-59.6% | $15,914-79.7% | $6,940-53.5% |