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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 | $22,338 | $41,377-46.0% | $109,313-79.6% | $62,881-64.5% |
| Participation rate | 97.2% | 57.5%+39.7pp | 71.3%+26.0pp | 69.3%+27.9pp |
| Annual return | 16.14% | 11.05%+5.1pp | 22.07%-5.9pp | 20.14%-4.0pp |
| Employer contribution / active EE | $1,204 | $1,276-5.7% | $3,892-69.1% | $2,281-47.2% |
| Participant deferral / active EE | $3,061 | $2,045+49.7% | $3,166-3.3% | $3,203-4.4% |
| Admin fee / account holder | $882 | $2,884-69.4% | $5,666-84.4% | $4,296-79.5% |