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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 | $18,460 | $81,233-77.3% | $155,567-88.1% | $80,874-77.2% |
| Participation rate | 75.7% | 66.2%+9.4pp | 78.2%-2.5pp | 67.6%+8.0pp |
| Annual return | 12.16% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,359 | $3,101-56.2% | $4,674-70.9% | $2,756-50.7% |
| Participant deferral / active EE | $1,486 | $3,452-57.0% | $5,628-73.6% | $4,297-65.4% |
| Admin fee / account holder | $3,352 | $7,998-58.1% | $15,916-78.9% | $6,935-51.7% |