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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 | $20,111 | $58,848-65.8% | $88,179-77.2% | $82,637-75.7% |
| Participation rate | 81.3% | 57.9%+23.4pp | 69.1%+12.1pp | 68.1%+13.2pp |
| Annual return | 15.34% | 22.76%-7.4pp | 64.97%-49.6pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,071 | $1,678-36.2% | $2,549-58.0% | $2,552-58.0% |
| Participant deferral / active EE | $2,923 | $3,124-6.4% | $4,614-36.7% | $4,126-29.2% |
| Admin fee / account holder | $2,477 | $4,795-48.4% | $7,673-67.7% | $7,339-66.3% |