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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 | $23,529 | $106,864-78.0% | $147,318-84.0% | $82,637-71.5% |
| Participation rate | 93.3% | 75.5%+17.8pp | 82.1%+11.3pp | 68.1%+25.3pp |
| Annual return | 15.61% | 27.49%-11.9pp | 70.43%-54.8pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,027 | $3,417-69.9% | $4,593-77.6% | $2,552-59.8% |
| Participant deferral / active EE | $3,003 | $6,496-53.8% | $7,906-62.0% | $4,126-27.2% |
| Admin fee / account holder | $1,977 | $8,415-76.5% | $13,708-85.6% | $7,339-73.1% |