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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 | $14,740 | $57,057-74.2% | $85,009-82.7% | $80,874-81.8% |
| Participation rate | 90.0% | 56.4%+33.6pp | 67.5%+22.5pp | 67.6%+22.4pp |
| Annual return | 19.01% | 21.66%-2.7pp | 66.47%-47.5pp | 35.62%-16.6pp |
| Employer contribution / active EE | $3,111 | $1,799+72.9% | $2,728+14.0% | $2,756+12.9% |
| Participant deferral / active EE | $5,781 | $3,112+85.8% | $4,522+27.9% | $4,297+34.5% |
| Admin fee / account holder | $1,883 | $4,986-62.2% | $6,153-69.4% | $6,935-72.9% |