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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 | $20,928 | $49,249-57.5% | $70,476-70.3% | $79,852-73.8% |
| Participation rate | 95.0% | 69.2%+25.8pp | 75.1%+19.9pp | 69.6%+25.4pp |
| Annual return | 12.45% | 30.09%-17.6pp | 109.12%-96.7pp | 31.72%-19.3pp |
| Employer contribution / active EE | $2,091 | $2,100-0.4% | $2,738-23.6% | $2,471-15.4% |
| Participant deferral / active EE | $1,681 | $2,769-39.3% | $3,710-54.7% | $3,740-55.0% |
| Admin fee / account holder | $6,567 | $2,878+128.2% | $3,847+70.7% | $5,306+23.8% |