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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 | $27,442 | $81,358-66.3% | $155,556-82.4% | $80,959-66.1% |
| Participation rate | 90.3% | 66.3%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 18.82% | 33.39%-14.6pp | 64.84%-46.0pp | 35.67%-16.9pp |
| Employer contribution / active EE | $1,104 | $3,106-64.5% | $4,675-76.4% | $2,757-60.0% |
| Participant deferral / active EE | $3,925 | $3,455+13.6% | $5,631-30.3% | $4,300-8.7% |
| Admin fee / account holder | $3,001 | $7,994-62.5% | $15,885-81.1% | $6,925-56.7% |