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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 | $22,059 | $76,407-71.1% | $150,298-85.3% | $82,448-73.2% |
| Participation rate | 97.6% | 66.4%+31.2pp | 77.8%+19.8pp | 68.1%+29.5pp |
| Annual return | 33.29% | 39.99%-6.7pp | 62.79%-29.5pp | 41.64%-8.4pp |
| Employer contribution / active EE | $2,140 | $2,614-18.1% | $4,154-48.5% | $2,551-16.1% |
| Participant deferral / active EE | $4,080 | $3,214+26.9% | $5,453-25.2% | $4,139-1.4% |
| Admin fee / account holder | $1,456 | $6,352-77.1% | $14,116-89.7% | $7,234-79.9% |