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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 | $32,515 | $65,395-50.3% | $182,531-82.2% | $72,983-55.4% |
| Participation rate | 95.1% | 65.4%+29.7pp | 78.0%+17.1pp | 69.5%+25.6pp |
| Annual return | 20.19% | 27.68%-7.5pp | 148.57%-128.4pp | 81.01%-60.8pp |
| Employer contribution / active EE | $1,185 | $1,911-38.0% | $4,075-70.9% | $2,440-51.4% |
| Participant deferral / active EE | $2,380 | $3,563-33.2% | $5,525-56.9% | $3,608-34.0% |
| Admin fee / account holder | $1,706 | $4,245-59.8% | $8,593-80.1% | $5,124-66.7% |