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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 | $21,258 | $45,041-52.8% | $63,003-66.3% | $70,131-69.7% |
| Participation rate | 92.5% | 69.5%+22.9pp | 74.8%+17.6pp | 69.5%+22.9pp |
| Annual return | 21.41% | 18.76%+2.7pp | 87.59%-66.2pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,806 | $2,052+36.7% | $2,760+1.6% | $2,342+19.8% |
| Participant deferral / active EE | $3,716 | $2,465+50.7% | $3,329+11.6% | $3,332+11.5% |
| Admin fee / account holder | $1,235 | $2,836-56.4% | $3,600-65.7% | $4,645-73.4% |