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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 | $20,811 | $71,197-70.8% | $93,669-77.8% | $80,925-74.3% |
| Participation rate | 76.9% | 60.4%+16.5pp | 68.7%+8.2pp | 67.7%+9.3pp |
| Annual return | 12.44% | 11.27%+1.2pp | 133.59%-121.1pp | 35.65%-23.2pp |
| Employer contribution / active EE | $2,448 | $1,565+56.5% | $2,424+1.0% | $2,756-11.2% |
| Participant deferral / active EE | $1,820 | $4,036-54.9% | $4,416-58.8% | $4,299-57.7% |
| Admin fee / account holder | $2,494 | $6,959-64.2% | $8,291-69.9% | $6,940-64.1% |