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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 | $20,737 | $46,877-55.8% | $122,354-83.1% | $70,126-70.4% |
| Participation rate | 92.3% | 58.2%+34.1pp | 71.6%+20.7pp | 69.5%+22.8pp |
| Annual return | 15.41% | 24.22%-8.8pp | 30.28%-14.9pp | 73.15%-57.7pp |
| Employer contribution / active EE | $1,225 | $1,288-4.9% | $4,051-69.7% | $2,343-47.7% |
| Participant deferral / active EE | $1,226 | $2,167-43.4% | $3,287-62.7% | $3,332-63.2% |
| Admin fee / account holder | $2,410 | $3,324-27.5% | $5,479-56.0% | $4,645-48.1% |