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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 | $21,629 | $106,588-79.7% | $94,215-77.0% | $155,188-86.1% |
| Participation rate | 95.5% | 74.3%+21.2pp | 70.0%+25.5pp | 80.8%+14.7pp |
| Annual return | 18.94% | 29.39%-10.4pp | 28.22%-9.3pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,107 | $3,080-64.0% | $2,675-58.6% | $4,248-73.9% |
| Participant deferral / active EE | $2,444 | $4,802-49.1% | $4,276-42.8% | $6,531-62.6% |
| Admin fee / account holder | $1,563 | $12,281-87.3% | $10,216-84.7% | $14,480-89.2% |