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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 | $27,800 | $106,749-74.0% | $145,433-80.9% | $82,448-66.3% |
| Participation rate | 98.0% | 75.6%+22.4pp | 82.1%+15.9pp | 68.1%+30.0pp |
| Annual return | 22.35% | 27.59%-5.2pp | 66.58%-44.2pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,930 | $3,444-44.0% | $4,554-57.6% | $2,551-24.3% |
| Participant deferral / active EE | $3,394 | $6,519-47.9% | $7,897-57.0% | $4,139-18.0% |
| Admin fee / account holder | $1,279 | $8,390-84.8% | $13,129-90.3% | $7,234-82.3% |