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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 | $15,047 | $77,814-80.7% | $158,223-90.5% | $86,983-82.7% |
| Participation rate | 96.4% | 68.4%+28.0pp | 79.2%+17.2pp | 69.5%+26.9pp |
| Annual return | 20.87% | 30.54%-9.7pp | 52.09%-31.2pp | 25.83%-5.0pp |
| Employer contribution / active EE | $1,810 | $2,592-30.2% | $4,109-55.9% | $2,584-30.0% |
| Participant deferral / active EE | $4,502 | $3,270+37.7% | $5,467-17.6% | $4,194+7.3% |
| Admin fee / account holder | $5,175 | $5,879-12.0% | $16,047-67.8% | $7,856-34.1% |