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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 | $76,407-75.6% | $150,298-87.6% | $82,448-77.4% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 20.90% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $3,174 | $2,614+21.4% | $4,154-23.6% | $2,551+24.4% |
| Participant deferral / active EE | $8,714 | $3,214+171.1% | $5,453+59.8% | $4,139+110.5% |
| Admin fee / account holder | $811 | $6,352-87.2% | $14,116-94.3% | $7,234-88.8% |