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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 | $20,538 | $54,763-62.5% | $90,324-77.3% | $72,976-71.9% |
| Participation rate | 98.1% | 65.2%+32.9pp | 73.3%+24.8pp | 69.5%+28.6pp |
| Annual return | 20.46% | 30.63%-10.2pp | 78.15%-57.7pp | 81.02%-60.6pp |
| Employer contribution / active EE | $839 | $2,093-59.9% | $2,856-70.6% | $2,440-65.6% |
| Participant deferral / active EE | $2,797 | $2,887-3.1% | $3,885-28.0% | $3,608-22.5% |
| Admin fee / account holder | $2,126 | $3,973-46.5% | $5,356-60.3% | $5,124-58.5% |