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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 | $20,910 | $76,407-72.6% | $150,298-86.1% | $82,448-74.6% |
| Participation rate | 97.3% | 66.4%+30.9pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 17.13% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,230 | $2,614-52.9% | $4,154-70.4% | $2,551-51.8% |
| Participant deferral / active EE | $2,257 | $3,214-29.8% | $5,453-58.6% | $4,139-45.5% |
| Admin fee / account holder | $5,048 | $6,352-20.5% | $14,116-64.2% | $7,234-30.2% |