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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 | $21,699 | $56,287-61.4% | $80,977-73.2% | $62,881-65.5% |
| Participation rate | 82.9% | 68.9%+13.9pp | 75.8%+7.0pp | 69.3%+13.6pp |
| Annual return | 9.38% | 22.13%-12.7pp | 17.11%-7.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,376 | $1,943-29.2% | $3,715-63.0% | $2,281-39.7% |
| Participant deferral / active EE | $2,704 | $4,196-35.6% | $5,696-52.5% | $3,203-15.6% |
| Admin fee / account holder | $400 | $3,742-89.3% | $5,517-92.7% | $4,296-90.7% |