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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 | $23,482 | $81,504-71.2% | $102,437-77.1% | $80,959-71.0% |
| Participation rate | 80.8% | 66.9%+13.9pp | 74.5%+6.3pp | 67.7%+13.1pp |
| Annual return | 13.57% | 25.60%-12.0pp | 24.95%-11.4pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,817 | $3,104-41.5% | $3,871-53.1% | $2,757-34.1% |
| Participant deferral / active EE | $3,671 | $3,871-5.1% | $5,060-27.4% | $4,300-14.6% |
| Admin fee / account holder | $1,208 | $6,719-82.0% | $8,388-85.6% | $6,925-82.6% |