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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 | $71,353-70.5% | $92,805-77.3% | $86,983-75.8% |
| Participation rate | 96.0% | 80.9%+15.1pp | 83.5%+12.5pp | 69.5%+26.5pp |
| Annual return | 26.39% | 44.68%-18.3pp | 31.59%-5.2pp | 25.83%+0.6pp |
| Employer contribution / active EE | $3,000 | $2,468+21.6% | $3,424-12.4% | $2,584+16.1% |
| Participant deferral / active EE | $5,541 | $6,966-20.5% | $8,448-34.4% | $4,194+32.1% |
| Admin fee / account holder | $2,032 | $6,099-66.7% | $10,911-81.4% | $7,856-74.1% |