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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 | $25,210 | $54,541-53.8% | $78,778-68.0% | $70,126-64.1% |
| Participation rate | 96.5% | 60.8%+35.7pp | 69.2%+27.3pp | 69.5%+26.9pp |
| Annual return | 23.61% | 21.07%+2.5pp | 35.62%-12.0pp | 73.15%-49.5pp |
| Employer contribution / active EE | $2,089 | $1,089+91.9% | $1,986+5.2% | $2,343-10.8% |
| Participant deferral / active EE | $4,084 | $2,210+84.8% | $2,958+38.0% | $3,332+22.6% |
| Admin fee / account holder | $1,799 | $3,709-51.5% | $5,134-65.0% | $4,645-61.3% |