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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 | $21,578 | $81,358-73.5% | $155,556-86.1% | $80,959-73.3% |
| Participation rate | 93.3% | 66.3%+27.1pp | 78.2%+15.1pp | 67.7%+25.7pp |
| Annual return | 13.37% | 33.39%-20.0pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,968 | $3,106-4.4% | $4,675-36.5% | $2,757+7.7% |
| Participant deferral / active EE | $5,753 | $3,455+66.5% | $5,631+2.2% | $4,300+33.8% |
| Admin fee / account holder | $2,208 | $7,994-72.4% | $15,885-86.1% | $6,925-68.1% |