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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 | $20,916 | $78,015-73.2% | $178,505-88.3% | $80,959-74.2% |
| Participation rate | 98.2% | 65.7%+32.6pp | 77.1%+21.1pp | 67.7%+30.6pp |
| Annual return | 22.73% | 18.10%+4.6pp | 27.16%-4.4pp | 35.67%-12.9pp |
| Employer contribution / active EE | $1,853 | $2,281-18.8% | $3,955-53.1% | $2,757-32.8% |
| Participant deferral / active EE | $4,309 | $4,406-2.2% | $6,280-31.4% | $4,300+0.2% |
| Admin fee / account holder | $339 | $7,160-95.3% | $10,428-96.7% | $6,925-95.1% |