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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 | $20,241 | $57,119-64.6% | $85,187-76.2% | $80,935-75.0% |
| Participation rate | 92.7% | 56.4%+36.3pp | 67.5%+25.2pp | 67.7%+25.1pp |
| Annual return | 13.42% | 21.70%-8.3pp | 66.67%-53.2pp | 35.66%-22.2pp |
| Employer contribution / active EE | $3,237 | $1,802+79.7% | $2,732+18.5% | $2,757+17.4% |
| Participant deferral / active EE | $6,379 | $3,115+104.8% | $4,525+41.0% | $4,299+48.4% |
| Admin fee / account holder | $9,569 | $4,990+91.8% | $6,162+55.3% | $6,924+38.2% |