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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 | $22,878 | $161,352-85.8% | $134,172-82.9% | $137,256-83.3% |
| Participation rate | 88.2% | 78.3%+10.0pp | 72.5%+15.8pp | 80.0%+8.3pp |
| Annual return | 19.86% | 28.72%-8.9pp | 25.30%-5.4pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,505 | $4,099-14.5% | $3,420+2.5% | $4,156-15.7% |
| Participant deferral / active EE | $4,480 | $5,552-19.3% | $4,690-4.5% | $6,407-30.1% |
| Admin fee / account holder | $1,106 | $15,028-92.6% | $12,016-90.8% | $12,270-91.0% |