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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 | $58,848-70.6% | $88,179-80.4% | $82,637-79.1% |
| Participation rate | 93.8% | 57.9%+35.9pp | 69.1%+24.6pp | 68.1%+25.7pp |
| Annual return | 19.95% | 22.76%-2.8pp | 64.97%-45.0pp | 53.51%-33.6pp |
| Employer contribution / active EE | $2,203 | $1,678+31.3% | $2,549-13.6% | $2,552-13.7% |
| Participant deferral / active EE | $3,860 | $3,124+23.6% | $4,614-16.3% | $4,126-6.4% |
| Admin fee / account holder | $2,341 | $4,795-51.2% | $7,673-69.5% | $7,339-68.1% |