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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 | $22,672 | $81,331-72.1% | $155,534-85.4% | $80,935-72.0% |
| Participation rate | 82.1% | 66.3%+15.9pp | 78.2%+3.9pp | 67.7%+14.5pp |
| Annual return | 11.57% | 33.37%-21.8pp | 64.92%-53.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,744 | $3,105-43.8% | $4,675-62.7% | $2,757-36.7% |
| Participant deferral / active EE | $2,445 | $3,454-29.2% | $5,630-56.6% | $4,299-43.1% |
| Admin fee / account holder | $534 | $7,999-93.3% | $15,900-96.6% | $6,924-92.3% |