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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 | $19,173 | $86,050-77.7% | $189,758-89.9% | $94,015-79.6% |
| Participation rate | 82.5% | 68.9%+13.6pp | 79.8%+2.7pp | 70.8%+11.7pp |
| Annual return | 11.42% | 17.77%-6.4pp | 52.62%-41.2pp | 17.84%-6.4pp |
| Employer contribution / active EE | $1,969 | $2,819-30.1% | $4,767-58.7% | $2,790-29.4% |
| Participant deferral / active EE | $1,620 | $3,349-51.6% | $5,856-72.3% | $4,249-61.9% |
| Admin fee / account holder | $2,190 | $6,627-66.9% | $20,388-89.3% | $8,951-75.5% |