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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 | $21,548 | $54,763-60.7% | $90,324-76.1% | $72,976-70.5% |
| Participation rate | 97.0% | 65.2%+31.8pp | 73.3%+23.7pp | 69.5%+27.5pp |
| Annual return | 21.16% | 30.63%-9.5pp | 78.15%-57.0pp | 81.02%-59.9pp |
| Employer contribution / active EE | $3,035 | $2,093+45.0% | $2,856+6.3% | $2,440+24.4% |
| Participant deferral / active EE | $2,867 | $2,887-0.7% | $3,885-26.2% | $3,608-20.5% |
| Admin fee / account holder | $2,299 | $3,973-42.1% | $5,356-57.1% | $5,124-55.1% |