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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 | $17,083 | $81,276-79.0% | $155,574-89.0% | $80,925-78.9% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 21.64% | 33.36%-11.7pp | 64.87%-43.2pp | 35.65%-14.0pp |
| Employer contribution / active EE | $2,701 | $3,103-13.0% | $4,676-42.2% | $2,756-2.0% |
| Participant deferral / active EE | $4,685 | $3,453+35.7% | $5,629-16.8% | $4,299+9.0% |
| Admin fee / account holder | $1,264 | $7,993-84.2% | $15,914-92.1% | $6,940-81.8% |