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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 | $19,271 | $64,517-70.1% | $81,438-76.3% | $80,874-76.2% |
| Participation rate | 97.1% | 63.9%+33.1pp | 69.5%+27.5pp | 67.6%+29.4pp |
| Annual return | 14.23% | 16.35%-2.1pp | 24.74%-10.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,743 | $1,982-12.0% | $2,460-29.1% | $2,756-36.7% |
| Participant deferral / active EE | $4,015 | $3,096+29.7% | $3,883+3.4% | $4,297-6.6% |
| Admin fee / account holder | $1,634 | $5,677-71.2% | $5,764-71.6% | $6,935-76.4% |