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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 | $20,732 | $52,279-60.3% | $89,435-76.8% | $79,856-74.0% |
| Participation rate | 73.5% | 57.5%+16.0pp | 68.0%+5.5pp | 69.6%+3.9pp |
| Annual return | 16.79% | 22.16%-5.4pp | 245.55%-228.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,386 | $1,572-11.8% | $2,587-46.4% | $2,471-43.9% |
| Participant deferral / active EE | $2,145 | $2,740-21.7% | $3,890-44.9% | $3,741-42.7% |
| Admin fee / account holder | $962 | $3,356-71.3% | $4,884-80.3% | $5,306-81.9% |