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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 | $77,814-72.7% | $158,223-86.6% | $86,983-75.5% |
| Participation rate | 97.2% | 68.4%+28.8pp | 79.2%+18.0pp | 69.5%+27.7pp |
| Annual return | 22.30% | 30.54%-8.2pp | 52.09%-29.8pp | 25.83%-3.5pp |
| Employer contribution / active EE | $2,651 | $2,592+2.3% | $4,109-35.5% | $2,584+2.6% |
| Participant deferral / active EE | $5,653 | $3,270+72.9% | $5,467+3.4% | $4,194+34.8% |
| Admin fee / account holder | $614 | $5,879-89.6% | $16,047-96.2% | $7,856-92.2% |