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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 | $18,678 | $81,331-77.0% | $155,534-88.0% | $80,935-76.9% |
| Participation rate | 88.0% | 66.3%+21.7pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 14.95% | 33.37%-18.4pp | 64.92%-50.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $2,874 | $3,105-7.4% | $4,675-38.5% | $2,757+4.3% |
| Participant deferral / active EE | $4,190 | $3,454+21.3% | $5,630-25.6% | $4,299-2.5% |
| Admin fee / account holder | $2,226 | $7,999-72.2% | $15,900-86.0% | $6,924-67.8% |