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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 | $19,338 | $57,590-66.4% | $86,233-77.6% | $82,448-76.5% |
| Participation rate | 89.7% | 57.9%+31.9pp | 69.0%+20.7pp | 68.1%+21.7pp |
| Annual return | 15.53% | 22.41%-6.9pp | 61.39%-45.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,582 | $1,655-4.4% | $2,504-36.8% | $2,551-38.0% |
| Participant deferral / active EE | $3,473 | $3,080+12.8% | $4,559-23.8% | $4,139-16.1% |
| Admin fee / account holder | $1,294 | $4,730-72.6% | $8,342-84.5% | $7,234-82.1% |