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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 | $14,762 | $81,276-81.8% | $155,574-90.5% | $80,925-81.8% |
| Participation rate | 72.2% | 66.2%+6.0pp | 78.2%-6.0pp | 67.7%+4.6pp |
| Annual return | 17.40% | 33.36%-16.0pp | 64.87%-47.5pp | 35.65%-18.3pp |
| Employer contribution / active EE | $783 | $3,103-74.8% | $4,676-83.2% | $2,756-71.6% |
| Participant deferral / active EE | $2,182 | $3,453-36.8% | $5,629-61.2% | $4,299-49.2% |
| Admin fee / account holder | $1,214 | $7,993-84.8% | $15,914-92.4% | $6,940-82.5% |