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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 | $81,358-70.4% | $155,556-84.5% | $80,959-70.2% |
| Participation rate | 84.6% | 66.3%+18.4pp | 78.2%+6.4pp | 67.7%+16.9pp |
| Annual return | 12.28% | 33.39%-21.1pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,912 | $3,106-6.2% | $4,675-37.7% | $2,757+5.6% |
| Participant deferral / active EE | $2,460 | $3,455-28.8% | $5,631-56.3% | $4,300-42.8% |
| Admin fee / account holder | $6,511 | $7,994-18.5% | $15,885-59.0% | $6,925-6.0% |