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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 | $15,289 | $77,638-80.3% | $156,552-90.2% | $62,881-75.7% |
| Participation rate | 98.2% | 71.2%+27.0pp | 84.0%+14.2pp | 69.3%+28.9pp |
| Annual return | 21.69% | 50.33%-28.6pp | 32.23%-10.5pp | 20.14%+1.5pp |
| Employer contribution / active EE | $1,279 | $3,444-62.9% | $5,501-76.8% | $2,281-43.9% |
| Participant deferral / active EE | $1,722 | $3,046-43.4% | $4,871-64.6% | $3,203-46.2% |
| Admin fee / account holder | $2,782 | $5,561-50.0% | $13,028-78.6% | $4,296-35.2% |