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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 | $20,173 | $84,233-76.1% | $170,436-88.2% | $70,131-71.2% |
| Participation rate | 98.3% | 70.8%+27.4pp | 83.6%+14.7pp | 69.5%+28.7pp |
| Annual return | 21.48% | 23.06%-1.6pp | 205.94%-184.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,912 | $3,387-43.6% | $5,433-64.8% | $2,342-18.4% |
| Participant deferral / active EE | $2,123 | $3,086-31.2% | $4,939-57.0% | $3,332-36.3% |
| Admin fee / account holder | $2,653 | $5,698-53.4% | $13,880-80.9% | $4,645-42.9% |