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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 | $26,397 | $48,076-45.1% | $78,690-66.5% | $62,891-58.0% |
| Participation rate | 81.1% | 65.2%+15.9pp | 73.6%+7.5pp | 69.3%+11.8pp |
| Annual return | 7.15% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $518 | $2,015-74.3% | $2,851-81.8% | $2,281-77.3% |
| Participant deferral / active EE | $2,235 | $2,588-13.6% | $3,517-36.4% | $3,203-30.2% |
| Admin fee / account holder | $2,340 | $3,207-27.0% | $4,511-48.1% | $4,296-45.5% |