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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 | $21,296 | $105,623-79.8% | $87,502-75.7% | $273,972-92.2% |
| Participation rate | 95.8% | 78.2%+17.6pp | 73.8%+22.0pp | 83.0%+12.8pp |
| Annual return | 10.63% | 12.26%-1.6pp | 12.21%-1.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,235 | $3,141-28.8% | $2,550-12.3% | $4,869-54.1% |
| Participant deferral / active EE | $4,009 | $3,601+11.3% | $3,149+27.3% | $5,287-24.2% |
| Admin fee / account holder | $9,095 | $4,781+90.2% | $4,221+115.5% | $10,133-10.2% |