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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 | $19,169 | $76,407-74.9% | $150,298-87.2% | $82,448-76.7% |
| Participation rate | 84.8% | 66.4%+18.5pp | 77.8%+7.1pp | 68.1%+16.8pp |
| Annual return | 15.09% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,126 | $2,614-56.9% | $4,154-72.9% | $2,551-55.9% |
| Participant deferral / active EE | $1,835 | $3,214-42.9% | $5,453-66.4% | $4,139-55.7% |
| Admin fee / account holder | $5,132 | $6,352-19.2% | $14,116-63.6% | $7,234-29.1% |