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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 | $23,713 | $76,407-69.0% | $150,298-84.2% | $82,448-71.2% |
| Participation rate | 95.0% | 66.4%+28.6pp | 77.8%+17.2pp | 68.1%+26.9pp |
| Annual return | 14.73% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,633 | $2,614+0.7% | $4,154-36.6% | $2,551+3.2% |
| Participant deferral / active EE | $2,017 | $3,214-37.3% | $5,453-63.0% | $4,139-51.3% |
| Admin fee / account holder | $470 | $6,352-92.6% | $14,116-96.7% | $7,234-93.5% |