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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 | $24,055 | $99,875-75.9% | $146,866-83.6% | $86,983-72.3% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.5%+28.2pp |
| Annual return | 22.60% | 28.10%-5.5pp | 102.85%-80.3pp | 25.83%-3.2pp |
| Employer contribution / active EE | $2,881 | $3,224-10.6% | $4,425-34.9% | $2,584+11.5% |
| Participant deferral / active EE | $4,109 | $6,322-35.0% | $7,759-47.0% | $4,194-2.0% |
| Admin fee / account holder | $1,346 | $7,838-82.8% | $13,620-90.1% | $7,856-82.9% |