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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 | $22,837 | $46,599-51.0% | $64,101-64.4% | $75,173-69.6% |
| Participation rate | 92.0% | 65.9%+26.1pp | 72.3%+19.7pp | 67.2%+24.8pp |
| Annual return | 14.46% | 26.06%-11.6pp | 33.72%-19.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $2,201 | $1,975+11.4% | $2,749-19.9% | $2,671-17.6% |
| Participant deferral / active EE | $5,360 | $2,837+88.9% | $3,881+38.1% | $4,126+29.9% |
| Admin fee / account holder | $2,389 | $2,956-19.2% | $3,070-22.2% | $5,651-57.7% |