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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 | $106,864-74.0% | $147,318-81.1% | $82,637-66.4% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.1%+16.0pp | 68.1%+30.0pp |
| Annual return | 22.35% | 27.49%-5.1pp | 70.43%-48.1pp | 53.51%-31.2pp |
| Employer contribution / active EE | $1,930 | $3,417-43.5% | $4,593-58.0% | $2,552-24.4% |
| Participant deferral / active EE | $3,394 | $6,496-47.7% | $7,906-57.1% | $4,126-17.7% |
| Admin fee / account holder | $1,279 | $8,415-84.8% | $13,708-90.7% | $7,339-82.6% |