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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 | $19,084 | $55,457-65.6% | $77,361-75.3% | $94,015-79.7% |
| Participation rate | 71.0% | 69.8%+1.1pp | 75.0%-4.0pp | 70.8%+0.1pp |
| Annual return | 15.11% | 15.57%-0.5pp | 1011.54%-996.4pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,322 | $2,255-41.4% | $2,990-55.8% | $2,790-52.6% |
| Participant deferral / active EE | $2,230 | $3,069-27.3% | $3,911-43.0% | $4,249-47.5% |
| Admin fee / account holder | $1,454 | $4,334-66.4% | $5,894-75.3% | $8,951-83.8% |