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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 | $18,233 | $78,690-76.8% | $161,489-88.7% | $87,485-79.2% |
| Participation rate | 89.7% | 67.5%+22.2pp | 78.7%+11.0pp | 68.9%+20.7pp |
| Annual return | 19.31% | 32.74%-13.4pp | 89.72%-70.4pp | 26.06%-6.7pp |
| Employer contribution / active EE | $1,356 | $2,588-47.6% | $4,268-68.2% | $2,596-47.8% |
| Participant deferral / active EE | $4,144 | $3,311+25.2% | $5,630-26.4% | $4,274-3.0% |
| Admin fee / account holder | $1,009 | $6,724-85.0% | $16,006-93.7% | $7,775-87.0% |