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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 | $20,004 | $81,276-75.4% | $155,574-87.1% | $80,925-75.3% |
| Participation rate | 97.1% | 66.2%+30.9pp | 78.2%+18.9pp | 67.7%+29.5pp |
| Annual return | 13.36% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,769 | $3,103-43.0% | $4,676-62.2% | $2,756-35.8% |
| Participant deferral / active EE | $2,625 | $3,453-24.0% | $5,629-53.4% | $4,299-38.9% |
| Admin fee / account holder | $852 | $7,993-89.3% | $15,914-94.6% | $6,940-87.7% |