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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 | $20,954 | $52,279-59.9% | $89,414-76.6% | $79,852-73.8% |
| Participation rate | 89.7% | 57.5%+32.2pp | 68.0%+21.8pp | 69.6%+20.1pp |
| Annual return | 27.76% | 22.16%+5.6pp | 245.50%-217.7pp | 31.72%-4.0pp |
| Employer contribution / active EE | $3,023 | $1,572+92.3% | $2,586+16.9% | $2,471+22.3% |
| Participant deferral / active EE | $3,183 | $2,740+16.2% | $3,890-18.2% | $3,740-14.9% |
| Admin fee / account holder | $3,100 | $3,356-7.6% | $4,883-36.5% | $5,306-41.6% |