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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 | $20,690 | $77,962-73.5% | $178,540-88.4% | $80,935-74.4% |
| Participation rate | 71.4% | 65.7%+5.8pp | 77.1%-5.7pp | 67.7%+3.8pp |
| Annual return | 18.05% | 18.10%0pp | 27.15%-9.1pp | 35.66%-17.6pp |
| Employer contribution / active EE | $1,572 | $2,280-31.1% | $3,953-60.2% | $2,757-43.0% |
| Participant deferral / active EE | $3,302 | $4,404-25.0% | $6,281-47.4% | $4,299-23.2% |
| Admin fee / account holder | $2,061 | $7,156-71.2% | $10,424-80.2% | $6,924-70.2% |