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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 | $19,470 | $68,880-71.7% | $120,580-83.9% | $80,959-76.0% |
| Participation rate | 96.6% | 61.7%+34.9pp | 72.0%+24.6pp | 67.7%+28.9pp |
| Annual return | 13.48% | 23.68%-10.2pp | 107.48%-94.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,080 | $2,066+0.7% | $3,469-40.0% | $2,757-24.6% |
| Participant deferral / active EE | $3,041 | $3,191-4.7% | $4,995-39.1% | $4,300-29.3% |
| Admin fee / account holder | $1,464 | $5,785-74.7% | $9,418-84.5% | $6,925-78.9% |