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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 | $23,934 | $81,331-70.6% | $155,534-84.6% | $80,935-70.4% |
| Participation rate | 98.3% | 66.3%+32.0pp | 78.2%+20.1pp | 67.7%+30.6pp |
| Annual return | 18.05% | 33.37%-15.3pp | 64.92%-46.9pp | 35.66%-17.6pp |
| Employer contribution / active EE | $1,348 | $3,105-56.6% | $4,675-71.2% | $2,757-51.1% |
| Participant deferral / active EE | $2,017 | $3,454-41.6% | $5,630-64.2% | $4,299-53.1% |
| Admin fee / account holder | $1,052 | $7,999-86.9% | $15,900-93.4% | $6,924-84.8% |