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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 | $14,629 | $48,078-69.6% | $78,676-81.4% | $62,881-76.7% |
| Participation rate | 78.4% | 65.2%+13.2pp | 73.6%+4.8pp | 69.3%+9.1pp |
| Annual return | 12.49% | 31.36%-18.9pp | 62.19%-49.7pp | 20.14%-7.7pp |
| Employer contribution / active EE | $1,282 | $2,015-36.4% | $2,850-55.0% | $2,281-43.8% |
| Participant deferral / active EE | $2,317 | $2,587-10.5% | $3,517-34.1% | $3,203-27.7% |
| Admin fee / account holder | $1,297 | $3,206-59.6% | $4,510-71.3% | $4,296-69.8% |