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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 | $21,156 | $76,407-72.3% | $150,298-85.9% | $82,448-74.3% |
| Participation rate | 88.6% | 66.4%+22.2pp | 77.8%+10.9pp | 68.1%+20.6pp |
| Annual return | 13.77% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $4,212 | $2,614+61.1% | $4,154+1.4% | $2,551+65.1% |
| Participant deferral / active EE | $1,763 | $3,214-45.2% | $5,453-67.7% | $4,139-57.4% |
| Admin fee / account holder | $7,173 | $6,352+12.9% | $14,116-49.2% | $7,234-0.8% |