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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 | $81,358-74.9% | $155,556-86.9% | $80,959-74.8% |
| Participation rate | 97.5% | 66.3%+31.2pp | 78.2%+19.3pp | 67.7%+29.8pp |
| Annual return | 12.58% | 33.39%-20.8pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,886 | $3,106-39.3% | $4,675-59.7% | $2,757-31.6% |
| Participant deferral / active EE | $1,506 | $3,455-56.4% | $5,631-73.3% | $4,300-65.0% |
| Admin fee / account holder | $3,230 | $7,994-59.6% | $15,885-79.7% | $6,925-53.4% |