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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 | $20,665 | $64,920-68.2% | $103,693-80.1% | $86,983-76.2% |
| Participation rate | 90.3% | 63.6%+26.7pp | 72.6%+17.7pp | 69.5%+20.8pp |
| Annual return | 20.99% | 30.29%-9.3pp | 47.61%-26.6pp | 25.83%-4.8pp |
| Employer contribution / active EE | $2,511 | $2,141+17.3% | $2,920-14.0% | $2,584-2.8% |
| Participant deferral / active EE | $5,268 | $3,241+62.6% | $4,579+15.0% | $4,194+25.6% |
| Admin fee / account holder | $1,509 | $6,191-75.6% | $7,858-80.8% | $7,856-80.8% |