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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 | $20,620 | $81,358-74.7% | $155,556-86.7% | $80,959-74.5% |
| Participation rate | 93.5% | 66.3%+27.3pp | 78.2%+15.3pp | 67.7%+25.9pp |
| Annual return | 10.63% | 33.39%-22.8pp | 64.84%-54.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $3,354 | $3,106+8.0% | $4,675-28.3% | $2,757+21.6% |
| Participant deferral / active EE | $2,426 | $3,455-29.8% | $5,631-56.9% | $4,300-43.6% |
| Admin fee / account holder | $10,350 | $7,994+29.5% | $15,885-34.8% | $6,925+49.5% |