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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 | $60,442-68.0% | $96,754-80.0% | $87,485-77.9% |
| Participation rate | 89.7% | 58.7%+31.0pp | 70.3%+19.5pp | 68.9%+20.8pp |
| Annual return | 15.53% | 21.97%-6.4pp | 82.04%-66.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,582 | $1,691-6.4% | $2,679-40.9% | $2,596-39.1% |
| Participant deferral / active EE | $3,473 | $3,280+5.9% | $4,758-27.0% | $4,274-18.7% |
| Admin fee / account holder | $1,294 | $5,069-74.5% | $8,905-85.5% | $7,775-83.4% |