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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 | $23,647 | $75,541-68.7% | $152,093-84.5% | $82,637-71.4% |
| Participation rate | 70.0% | 66.5%+3.5pp | 77.8%-7.8pp | 68.1%+1.9pp |
| Annual return | 15.85% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,171 | $2,622-55.3% | $4,175-71.9% | $2,552-54.1% |
| Participant deferral / active EE | $3,557 | $3,206+11.0% | $5,451-34.7% | $4,126-13.8% |
| Admin fee / account holder | $429 | $6,405-93.3% | $14,497-97.0% | $7,339-94.2% |