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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 | $22,473 | $58,848-61.8% | $88,179-74.5% | $82,637-72.8% |
| Participation rate | 81.8% | 57.9%+23.9pp | 69.1%+12.7pp | 68.1%+13.8pp |
| Annual return | 28.87% | 22.76%+6.1pp | 64.97%-36.1pp | 53.51%-24.6pp |
| Employer contribution / active EE | $2,868 | $1,678+70.9% | $2,549+12.5% | $2,552+12.4% |
| Participant deferral / active EE | $4,394 | $3,124+40.7% | $4,614-4.8% | $4,126+6.5% |
| Admin fee / account holder | $3,841 | $4,795-19.9% | $7,673-49.9% | $7,339-47.7% |