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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 | $18,627 | $78,690-76.3% | $161,489-88.5% | $87,485-78.7% |
| Participation rate | 96.6% | 67.5%+29.1pp | 78.7%+17.9pp | 68.9%+27.6pp |
| Annual return | 20.76% | 32.74%-12.0pp | 89.72%-69.0pp | 26.06%-5.3pp |
| Employer contribution / active EE | $3,174 | $2,588+22.6% | $4,268-25.6% | $2,596+22.2% |
| Participant deferral / active EE | $8,714 | $3,311+163.2% | $5,630+54.8% | $4,274+103.9% |
| Admin fee / account holder | $794 | $6,724-88.2% | $16,006-95.0% | $7,775-89.8% |