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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 | $19,165 | $57,065-66.4% | $75,670-74.7% | $70,131-72.7% |
| Participation rate | 97.5% | 68.1%+29.4pp | 72.3%+25.2pp | 69.5%+28.0pp |
| Annual return | 14.88% | 23.57%-8.7pp | 27.34%-12.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,362 | $1,817-25.0% | $2,352-42.1% | $2,342-41.8% |
| Participant deferral / active EE | $1,156 | $2,580-55.2% | $3,142-63.2% | $3,332-65.3% |
| Admin fee / account holder | $3,794 | $3,825-0.8% | $5,800-34.6% | $4,645-18.3% |