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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 | $24,107 | $81,233-70.3% | $155,567-84.5% | $80,874-70.2% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 12.28% | 33.33%-21.0pp | 64.74%-52.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $2,912 | $3,101-6.1% | $4,674-37.7% | $2,756+5.7% |
| Participant deferral / active EE | $2,460 | $3,452-28.7% | $5,628-56.3% | $4,297-42.7% |
| Admin fee / account holder | $6,511 | $7,998-18.6% | $15,916-59.1% | $6,935-6.1% |