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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 | $18,669 | $62,672-70.2% | $185,117-89.9% | $70,126-73.4% |
| Participation rate | 97.2% | 63.8%+33.4pp | 77.3%+20.0pp | 69.5%+27.7pp |
| Annual return | 22.50% | 40.79%-18.3pp | 40.50%-18.0pp | 73.15%-50.7pp |
| Employer contribution / active EE | $1,138 | $1,753-35.1% | $4,182-72.8% | $2,343-51.4% |
| Participant deferral / active EE | $1,938 | $3,272-40.8% | $5,045-61.6% | $3,332-41.8% |
| Admin fee / account holder | $1,217 | $3,932-69.0% | $8,159-85.1% | $4,645-73.8% |