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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 | $21,294 | $87,166-75.6% | $76,735-72.2% | $137,256-84.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 17.15% | 26.50%-9.3pp | 29.77%-12.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,253 | $2,904-56.9% | $2,454-48.9% | $4,156-69.9% |
| Participant deferral / active EE | $3,688 | $4,726-22.0% | $4,088-9.8% | $6,407-42.4% |
| Admin fee / account holder | $1,241 | $8,403-85.2% | $7,189-82.7% | $12,270-89.9% |