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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 | $27,921 | $75,541-63.0% | $152,093-81.6% | $82,637-66.2% |
| Participation rate | 78.8% | 66.5%+12.2pp | 77.8%+1.0pp | 68.1%+10.7pp |
| Annual return | 16.34% | 32.56%-16.2pp | 66.36%-50.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $2,273 | $2,622-13.3% | $4,175-45.6% | $2,552-10.9% |
| Participant deferral / active EE | $1,845 | $3,206-42.4% | $5,451-66.1% | $4,126-55.3% |
| Admin fee / account holder | $1,695 | $6,405-73.5% | $14,497-88.3% | $7,339-76.9% |