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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 | $17,301 | $63,949-72.9% | $129,031-86.6% | $94,015-81.6% |
| Participation rate | 93.8% | 63.4%+30.3pp | 73.4%+20.4pp | 70.8%+22.9pp |
| Annual return | 19.95% | 17.56%+2.4pp | 34.67%-14.7pp | 17.84%+2.1pp |
| Employer contribution / active EE | $2,203 | $1,865+18.2% | $3,226-31.7% | $2,790-21.0% |
| Participant deferral / active EE | $3,860 | $3,686+4.7% | $5,217-26.0% | $4,249-9.2% |
| Admin fee / account holder | $2,341 | $5,523-57.6% | $13,208-82.3% | $8,951-73.8% |