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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 | $18,955 | $49,239-61.5% | $70,462-73.1% | $79,858-76.3% |
| Participation rate | 93.3% | 69.2%+24.2pp | 75.1%+18.3pp | 69.6%+23.7pp |
| Annual return | 19.70% | 30.08%-10.4pp | 109.08%-89.4pp | 31.72%-12.0pp |
| Employer contribution / active EE | $2,909 | $2,100+38.5% | $2,737+6.3% | $2,471+17.7% |
| Participant deferral / active EE | $1,580 | $2,769-43.0% | $3,710-57.4% | $3,740-57.8% |
| Admin fee / account holder | $330 | $2,876-88.5% | $3,845-91.4% | $5,306-93.8% |