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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 | $20,115 | $84,236-76.1% | $170,435-88.2% | $70,126-71.3% |
| Participation rate | 95.5% | 70.8%+24.7pp | 83.6%+11.9pp | 69.5%+26.0pp |
| Annual return | 14.92% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $2,998 | $3,387-11.5% | $5,432-44.8% | $2,343+28.0% |
| Participant deferral / active EE | $1,781 | $3,086-42.3% | $4,939-63.9% | $3,332-46.5% |
| Admin fee / account holder | $1,475 | $5,698-74.1% | $13,881-89.4% | $4,645-68.2% |