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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 | $60,442-71.4% | $96,754-82.1% | $87,485-80.2% |
| Participation rate | 93.8% | 58.7%+35.0pp | 70.3%+23.5pp | 68.9%+24.8pp |
| Annual return | 19.95% | 21.97%-2.0pp | 82.04%-62.1pp | 26.06%-6.1pp |
| Employer contribution / active EE | $2,203 | $1,691+30.3% | $2,679-17.8% | $2,596-15.1% |
| Participant deferral / active EE | $3,860 | $3,280+17.7% | $4,758-18.9% | $4,274-9.7% |
| Admin fee / account holder | $2,341 | $5,069-53.8% | $8,905-73.7% | $7,775-69.9% |