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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 | $24,629 | $106,749-76.9% | $145,433-83.1% | $82,448-70.1% |
| Participation rate | 97.0% | 75.6%+21.3pp | 82.1%+14.9pp | 68.1%+28.9pp |
| Annual return | 17.23% | 27.59%-10.4pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,077 | $3,444-39.7% | $4,554-54.4% | $2,551-18.6% |
| Participant deferral / active EE | $5,097 | $6,519-21.8% | $7,897-35.5% | $4,139+23.1% |
| Admin fee / account holder | $1,903 | $8,390-77.3% | $13,129-85.5% | $7,234-73.7% |