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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 | $81,233-75.3% | $155,567-87.1% | $80,874-75.2% |
| Participation rate | 89.2% | 66.2%+23.0pp | 78.2%+11.0pp | 67.6%+21.5pp |
| Annual return | 12.20% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,255 | $3,101-27.3% | $4,674-51.7% | $2,756-18.2% |
| Participant deferral / active EE | $3,268 | $3,452-5.3% | $5,628-41.9% | $4,297-23.9% |
| Admin fee / account holder | $3,922 | $7,998-51.0% | $15,916-75.4% | $6,935-43.5% |