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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 | $15,422 | $57,073-73.0% | $85,126-81.9% | $80,925-80.9% |
| Participation rate | 82.9% | 56.4%+26.5pp | 67.5%+15.4pp | 67.7%+15.3pp |
| Annual return | 15.15% | 21.69%-6.5pp | 66.63%-51.5pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,500 | $1,801-16.7% | $2,731-45.1% | $2,756-45.6% |
| Participant deferral / active EE | $3,540 | $3,113+13.7% | $4,523-21.7% | $4,299-17.7% |
| Admin fee / account holder | $2,188 | $4,988-56.1% | $6,160-64.5% | $6,940-68.5% |