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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 | $20,037 | $81,358-75.4% | $155,556-87.1% | $80,959-75.3% |
| Participation rate | 89.2% | 66.3%+22.9pp | 78.2%+11.0pp | 67.7%+21.5pp |
| Annual return | 12.20% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,255 | $3,106-27.4% | $4,675-51.8% | $2,757-18.2% |
| Participant deferral / active EE | $3,268 | $3,455-5.4% | $5,631-42.0% | $4,300-24.0% |
| Admin fee / account holder | $3,922 | $7,994-50.9% | $15,885-75.3% | $6,925-43.4% |