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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 | $22,419 | $77,896-71.2% | $134,172-83.3% | $82,448-72.8% |
| Participation rate | 96.9% | 62.8%+34.1pp | 72.5%+24.4pp | 68.1%+28.8pp |
| Annual return | 21.83% | 18.21%+3.6pp | 25.30%-3.5pp | 41.64%-19.8pp |
| Employer contribution / active EE | $2,732 | $2,159+26.5% | $3,420-20.1% | $2,551+7.1% |
| Participant deferral / active EE | $4,526 | $3,162+43.1% | $4,690-3.5% | $4,139+9.3% |
| Admin fee / account holder | $2,551 | $6,336-59.7% | $12,016-78.8% | $7,234-64.7% |