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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 | $22,042 | $81,331-72.9% | $155,534-85.8% | $80,935-72.8% |
| Participation rate | 97.1% | 66.3%+30.9pp | 78.2%+18.9pp | 67.7%+29.5pp |
| Annual return | 15.31% | 33.37%-18.1pp | 64.92%-49.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $2,128 | $3,105-31.5% | $4,675-54.5% | $2,757-22.8% |
| Participant deferral / active EE | $2,193 | $3,454-36.5% | $5,630-61.1% | $4,299-49.0% |
| Admin fee / account holder | $1,692 | $7,999-78.8% | $15,900-89.4% | $6,924-75.6% |