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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 | $21,273 | $76,407-72.2% | $150,298-85.8% | $82,448-74.2% |
| Participation rate | 97.2% | 66.4%+30.8pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 22.30% | 39.99%-17.7pp | 62.79%-40.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $2,651 | $2,614+1.4% | $4,154-36.2% | $2,551+3.9% |
| Participant deferral / active EE | $5,653 | $3,214+75.9% | $5,453+3.7% | $4,139+36.6% |
| Admin fee / account holder | $614 | $6,352-90.3% | $14,116-95.6% | $7,234-91.5% |