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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 | $24,225 | $58,627-58.7% | $76,735-68.4% | $82,448-70.6% |
| Participation rate | 97.4% | 63.2%+34.2pp | 69.5%+27.9pp | 68.1%+29.4pp |
| Annual return | 24.11% | 39.10%-15.0pp | 29.77%-5.7pp | 41.64%-17.5pp |
| Employer contribution / active EE | $2,202 | $1,729+27.3% | $2,454-10.3% | $2,551-13.7% |
| Participant deferral / active EE | $4,018 | $3,134+28.2% | $4,088-1.7% | $4,139-2.9% |
| Admin fee / account holder | $1,799 | $5,323-66.2% | $7,189-75.0% | $7,234-75.1% |