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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 | $22,066 | $50,082-55.9% | $93,406-76.4% | $79,858-72.4% |
| Participation rate | 80.6% | 60.9%+19.7pp | 66.8%+13.8pp | 69.6%+11.0pp |
| Annual return | 38.24% | 24.59%+13.7pp | 78.05%-39.8pp | 31.72%+6.5pp |
| Employer contribution / active EE | $1,579 | $1,303+21.2% | $2,075-23.9% | $2,471-36.1% |
| Participant deferral / active EE | $2,595 | $2,212+17.3% | $3,126-17.0% | $3,740-30.6% |
| Admin fee / account holder | $2,121 | $3,454-38.6% | $5,230-59.5% | $5,306-60.0% |