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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 | $24,069 | $81,358-70.4% | $155,556-84.5% | $80,959-70.3% |
| Participation rate | 83.7% | 66.3%+17.5pp | 78.2%+5.5pp | 67.7%+16.1pp |
| Annual return | 16.90% | 33.39%-16.5pp | 64.84%-47.9pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,709 | $3,106-45.0% | $4,675-63.4% | $2,757-38.0% |
| Participant deferral / active EE | $4,017 | $3,455+16.3% | $5,631-28.7% | $4,300-6.6% |
| Admin fee / account holder | $818 | $7,994-89.8% | $15,885-94.9% | $6,925-88.2% |