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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 | $21,037 | $78,197-73.1% | $98,090-78.6% | $82,637-74.5% |
| Participation rate | 96.0% | 77.5%+18.5pp | 81.5%+14.5pp | 68.1%+27.9pp |
| Annual return | 26.39% | 40.25%-13.9pp | 37.05%-10.7pp | 53.51%-27.1pp |
| Employer contribution / active EE | $3,000 | $2,605+15.2% | $3,606-16.8% | $2,552+17.6% |
| Participant deferral / active EE | $5,541 | $6,636-16.5% | $7,845-29.4% | $4,126+34.3% |
| Admin fee / account holder | $2,032 | $14,832-86.3% | $11,815-82.8% | $7,339-72.3% |