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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 | $15,243 | $57,119-73.3% | $85,187-82.1% | $80,935-81.2% |
| Participation rate | 85.9% | 56.4%+29.5pp | 67.5%+18.4pp | 67.7%+18.3pp |
| Annual return | 14.27% | 21.70%-7.4pp | 66.67%-52.4pp | 35.66%-21.4pp |
| Employer contribution / active EE | $4,067 | $1,802+125.7% | $2,732+48.8% | $2,757+47.5% |
| Participant deferral / active EE | $2,648 | $3,115-15.0% | $4,525-41.5% | $4,299-38.4% |
| Admin fee / account holder | $1,318 | $4,990-73.6% | $6,162-78.6% | $6,924-81.0% |