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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 | $23,644 | $73,955-68.0% | $96,520-75.5% | $75,181-68.6% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 17.17% | 26.72%-9.5pp | 35.72%-18.5pp | 160.69%-143.5pp |
| Employer contribution / active EE | $2,062 | $2,930-29.6% | $3,739-44.8% | $2,671-22.8% |
| Participant deferral / active EE | $4,459 | $3,659+21.8% | $4,879-8.6% | $4,126+8.1% |
| Admin fee / account holder | $1,656 | $5,217-68.3% | $6,733-75.4% | $5,650-70.7% |