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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 | $21,446 | $76,551-72.0% | $123,894-82.7% | $62,881-65.9% |
| Participation rate | 92.6% | 73.0%+19.6pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 9.28% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,839 | $2,882-36.2% | $4,617-60.2% | $2,281-19.4% |
| Participant deferral / active EE | $3,934 | $4,840-18.7% | $5,984-34.3% | $3,203+22.8% |
| Admin fee / account holder | $2,421 | $4,826-49.8% | $8,357-71.0% | $4,296-43.6% |