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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 | $49,255-71.1% | $70,494-79.8% | $79,856-82.2% |
| Participation rate | 87.1% | 69.2%+18.0pp | 75.1%+12.1pp | 69.6%+17.5pp |
| Annual return | 17.16% | 30.10%-12.9pp | 109.16%-92.0pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,926 | $2,100-8.3% | $2,738-29.7% | $2,471-22.1% |
| Participant deferral / active EE | $2,156 | $2,768-22.1% | $3,711-41.9% | $3,741-42.4% |
| Admin fee / account holder | $1,776 | $2,879-38.3% | $3,848-53.8% | $5,306-66.5% |