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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 | $50,554-62.3% | $67,681-71.8% | $87,485-78.2% |
| Participation rate | 71.0% | 67.7%+3.2pp | 73.7%-2.8pp | 68.9%+2.0pp |
| Annual return | 15.11% | 17.81%-2.7pp | 590.58%-575.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,322 | $1,988-33.5% | $2,678-50.6% | $2,596-49.1% |
| Participant deferral / active EE | $2,230 | $2,961-24.7% | $3,976-43.9% | $4,274-47.8% |
| Admin fee / account holder | $1,454 | $4,132-64.8% | $6,100-76.2% | $7,775-81.3% |