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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 | $23,886 | $54,757-56.4% | $90,304-73.5% | $72,975-67.3% |
| Participation rate | 96.6% | 65.2%+31.4pp | 73.3%+23.3pp | 69.5%+27.1pp |
| Annual return | 17.57% | 30.63%-13.1pp | 78.13%-60.6pp | 81.01%-63.4pp |
| Employer contribution / active EE | $2,942 | $2,093+40.6% | $2,855+3.1% | $2,440+20.6% |
| Participant deferral / active EE | $1,785 | $2,887-38.2% | $3,885-54.1% | $3,608-50.5% |
| Admin fee / account holder | $2,676 | $3,973-32.7% | $5,354-50.0% | $5,124-47.8% |