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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 | $18,575 | $54,757-66.1% | $90,304-79.4% | $72,975-74.5% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 23.58% | 30.63%-7.1pp | 78.13%-54.6pp | 81.01%-57.4pp |
| Employer contribution / active EE | $237 | $2,093-88.7% | $2,855-91.7% | $2,440-90.3% |
| Participant deferral / active EE | $1,090 | $2,887-62.3% | $3,885-72.0% | $3,608-69.8% |
| Admin fee / account holder | $1,565 | $3,973-60.6% | $5,354-70.8% | $5,124-69.5% |