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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 | $20,154 | $45,050-55.3% | $63,018-68.0% | $70,126-71.3% |
| Participation rate | 79.3% | 69.5%+9.8pp | 74.8%+4.5pp | 69.5%+9.8pp |
| Annual return | 17.28% | 18.76%-1.5pp | 87.62%-70.3pp | 73.15%-55.9pp |
| Employer contribution / active EE | $376 | $2,052-81.7% | $2,761-86.4% | $2,343-83.9% |
| Participant deferral / active EE | $2,023 | $2,466-17.9% | $3,330-39.2% | $3,332-39.3% |
| Admin fee / account holder | $1,821 | $2,834-35.7% | $3,601-49.4% | $4,645-60.8% |