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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 | $24,029 | $76,407-68.6% | $150,298-84.0% | $82,448-70.9% |
| Participation rate | 83.9% | 66.4%+17.5pp | 77.8%+6.1pp | 68.1%+15.8pp |
| Annual return | 16.62% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,378 | $2,614-47.3% | $4,154-66.8% | $2,551-46.0% |
| Participant deferral / active EE | $1,421 | $3,214-55.8% | $5,453-73.9% | $4,139-65.7% |
| Admin fee / account holder | $785 | $6,352-87.6% | $14,116-94.4% | $7,234-89.1% |