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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 | $22,260 | $57,590-61.3% | $86,233-74.2% | $82,448-73.0% |
| Participation rate | 75.7% | 57.9%+17.8pp | 69.0%+6.7pp | 68.1%+7.6pp |
| Annual return | 17.93% | 22.41%-4.5pp | 61.39%-43.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $468 | $1,655-71.7% | $2,504-81.3% | $2,551-81.6% |
| Participant deferral / active EE | $1,870 | $3,080-39.3% | $4,559-59.0% | $4,139-54.8% |
| Admin fee / account holder | $893 | $4,730-81.1% | $8,342-89.3% | $7,234-87.7% |