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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 | $21,897 | $72,269-69.7% | $101,271-78.4% | $79,852-72.6% |
| Participation rate | 95.7% | 68.5%+27.3pp | 75.8%+19.9pp | 69.6%+26.1pp |
| Annual return | 12.06% | 22.29%-10.2pp | 46.48%-34.4pp | 31.72%-19.7pp |
| Employer contribution / active EE | $8,405 | $2,692+212.3% | $3,660+129.6% | $2,471+240.1% |
| Participant deferral / active EE | $2,544 | $3,282-22.5% | $4,371-41.8% | $3,740-32.0% |
| Admin fee / account holder | $1,089 | $4,401-75.3% | $5,948-81.7% | $5,306-79.5% |