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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 | $20,439 | $73,787-72.3% | $98,716-79.3% | $82,448-75.2% |
| Participation rate | 82.4% | 61.4%+20.9pp | 69.3%+13.1pp | 68.1%+14.3pp |
| Annual return | 16.03% | 18.57%-2.5pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,398 | $1,511-7.5% | $2,279-38.6% | $2,551-45.2% |
| Participant deferral / active EE | $2,323 | $3,081-24.6% | $4,048-42.6% | $4,139-43.9% |
| Admin fee / account holder | $2,719 | $6,500-58.2% | $8,703-68.8% | $7,234-62.4% |