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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 | $21,145 | $71,215-70.3% | $93,696-77.4% | $80,935-73.9% |
| Participation rate | 83.8% | 60.4%+23.4pp | 68.7%+15.1pp | 67.7%+16.1pp |
| Annual return | 10.57% | 11.27%-0.7pp | 133.74%-123.2pp | 35.66%-25.1pp |
| Employer contribution / active EE | $2,220 | $1,565+41.9% | $2,422-8.3% | $2,757-19.5% |
| Participant deferral / active EE | $3,354 | $4,037-16.9% | $4,417-24.1% | $4,299-22.0% |
| Admin fee / account holder | $11,578 | $6,958+66.4% | $8,287+39.7% | $6,924+67.2% |