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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 | $23,707 | $54,757-56.7% | $90,304-73.7% | $72,975-67.5% |
| Participation rate | 89.7% | 65.2%+24.5pp | 73.3%+16.4pp | 69.5%+20.2pp |
| Annual return | 20.63% | 30.63%-10.0pp | 78.13%-57.5pp | 81.01%-60.4pp |
| Employer contribution / active EE | $2,448 | $2,093+17.0% | $2,855-14.2% | $2,440+0.3% |
| Participant deferral / active EE | $4,691 | $2,887+62.5% | $3,885+20.8% | $3,608+30.0% |
| Admin fee / account holder | $2,252 | $3,973-43.3% | $5,354-57.9% | $5,124-56.0% |