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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 | $14,226 | $49,236-71.1% | $70,455-79.8% | $79,860-82.2% |
| Participation rate | 87.1% | 69.2%+18.0pp | 75.1%+12.1pp | 69.6%+17.5pp |
| Annual return | 17.16% | 30.07%-12.9pp | 109.06%-91.9pp | 31.72%-14.6pp |
| Employer contribution / active EE | $1,926 | $2,100-8.3% | $2,737-29.6% | $2,471-22.1% |
| Participant deferral / active EE | $2,156 | $2,769-22.1% | $3,709-41.9% | $3,740-42.4% |
| Admin fee / account holder | $1,776 | $2,877-38.3% | $3,845-53.8% | $5,306-66.5% |