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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 | $17,050 | $84,953-79.9% | $163,379-89.6% | $82,637-79.4% |
| Participation rate | 94.0% | 65.9%+28.1pp | 76.8%+17.2pp | 68.1%+25.9pp |
| Annual return | 27.07% | 23.07%+4.0pp | 63.41%-36.3pp | 53.51%-26.4pp |
| Employer contribution / active EE | $1,675 | $2,183-23.3% | $3,752-55.4% | $2,552-34.4% |
| Participant deferral / active EE | $2,266 | $4,326-47.6% | $6,282-63.9% | $4,126-45.1% |
| Admin fee / account holder | $670 | $7,921-91.5% | $9,818-93.2% | $7,339-90.9% |