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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 | $75,541-71.8% | $152,093-86.0% | $82,637-74.3% |
| Participation rate | 97.2% | 66.5%+30.7pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 22.30% | 32.56%-10.3pp | 66.36%-44.1pp | 53.51%-31.2pp |
| Employer contribution / active EE | $2,651 | $2,622+1.1% | $4,175-36.5% | $2,552+3.9% |
| Participant deferral / active EE | $5,653 | $3,206+76.3% | $5,451+3.7% | $4,126+37.0% |
| Admin fee / account holder | $614 | $6,405-90.4% | $14,497-95.8% | $7,339-91.6% |