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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 | $57,590-70.0% | $86,233-79.9% | $82,448-79.0% |
| Participation rate | 93.8% | 57.9%+35.9pp | 69.0%+24.7pp | 68.1%+25.7pp |
| Annual return | 19.95% | 22.41%-2.5pp | 61.39%-41.4pp | 41.64%-21.7pp |
| Employer contribution / active EE | $2,203 | $1,655+33.1% | $2,504-12.0% | $2,551-13.6% |
| Participant deferral / active EE | $3,860 | $3,080+25.3% | $4,559-15.3% | $4,139-6.7% |
| Admin fee / account holder | $2,341 | $4,730-50.5% | $8,342-71.9% | $7,234-67.6% |