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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 | $24,097 | $75,541-68.1% | $152,093-84.2% | $82,637-70.8% |
| Participation rate | 70.0% | 66.5%+3.5pp | 77.8%-7.8pp | 68.1%+1.9pp |
| Annual return | 17.56% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,222 | $2,622-53.4% | $4,175-70.7% | $2,552-52.1% |
| Participant deferral / active EE | $1,737 | $3,206-45.8% | $5,451-68.1% | $4,126-57.9% |
| Admin fee / account holder | $4,038 | $6,405-37.0% | $14,497-72.1% | $7,339-45.0% |