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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 | $76,407-80.3% | $150,298-90.0% | $82,448-81.7% |
| Participation rate | 96.4% | 66.4%+30.0pp | 77.8%+18.7pp | 68.1%+28.4pp |
| Annual return | 20.87% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,810 | $2,614-30.7% | $4,154-56.4% | $2,551-29.0% |
| Participant deferral / active EE | $4,502 | $3,214+40.1% | $5,453-17.4% | $4,139+8.8% |
| Admin fee / account holder | $5,175 | $6,352-18.5% | $14,116-63.3% | $7,234-28.5% |