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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 | $81,276-77.3% | $155,574-88.1% | $80,925-77.2% |
| Participation rate | 75.7% | 66.2%+9.4pp | 78.2%-2.5pp | 67.7%+8.0pp |
| Annual return | 12.16% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,359 | $3,103-56.2% | $4,676-70.9% | $2,756-50.7% |
| Participant deferral / active EE | $1,486 | $3,453-57.0% | $5,629-73.6% | $4,299-65.4% |
| Admin fee / account holder | $3,352 | $7,993-58.1% | $15,914-78.9% | $6,940-51.7% |