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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 | $57,590-65.1% | $86,233-76.7% | $82,448-75.6% |
| Participation rate | 81.3% | 57.9%+23.4pp | 69.0%+12.2pp | 68.1%+13.2pp |
| Annual return | 15.34% | 22.41%-7.1pp | 61.39%-46.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,071 | $1,655-35.3% | $2,504-57.2% | $2,551-58.0% |
| Participant deferral / active EE | $2,923 | $3,080-5.1% | $4,559-35.9% | $4,139-29.4% |
| Admin fee / account holder | $2,477 | $4,730-47.6% | $8,342-70.3% | $7,234-65.8% |