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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 | $12,942 | $75,541-82.9% | $152,093-91.5% | $82,637-84.3% |
| Participation rate | 88.5% | 66.5%+21.9pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 22.11% | 32.56%-10.4pp | 66.36%-44.2pp | 53.51%-31.4pp |
| Employer contribution / active EE | $2,162 | $2,622-17.6% | $4,175-48.2% | $2,552-15.3% |
| Participant deferral / active EE | $3,670 | $3,206+14.5% | $5,451-32.7% | $4,126-11.0% |
| Admin fee / account holder | $1,535 | $6,405-76.0% | $14,497-89.4% | $7,339-79.1% |