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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 | $22,010 | $76,407-71.2% | $150,298-85.4% | $82,448-73.3% |
| Participation rate | 73.8% | 66.4%+7.4pp | 77.8%-3.9pp | 68.1%+5.8pp |
| Annual return | 13.84% | 39.99%-26.2pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,013 | $2,614-61.2% | $4,154-75.6% | $2,551-60.3% |
| Participant deferral / active EE | $2,724 | $3,214-15.2% | $5,453-50.0% | $4,139-34.2% |
| Admin fee / account holder | $5,603 | $6,352-11.8% | $14,116-60.3% | $7,234-22.5% |