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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 | $26,831 | $77,472-65.4% | $100,415-73.3% | $80,959-66.9% |
| Participation rate | 97.1% | 76.9%+20.2pp | 81.5%+15.6pp | 67.7%+29.5pp |
| Annual return | 14.45% | 37.26%-22.8pp | 49.47%-35.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,199 | $2,800-57.2% | $3,943-69.6% | $2,757-56.5% |
| Participant deferral / active EE | $4,398 | $6,818-35.5% | $8,091-45.6% | $4,300+2.3% |
| Admin fee / account holder | $1,783 | $5,885-69.7% | $7,906-77.5% | $6,925-74.3% |