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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 | $18,610 | $48,078-61.3% | $78,676-76.3% | $62,881-70.4% |
| Participation rate | 90.6% | 65.2%+25.4pp | 73.6%+17.1pp | 69.3%+21.3pp |
| Annual return | 6.47% | 31.36%-24.9pp | 62.19%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $887 | $2,015-56.0% | $2,850-68.9% | $2,281-61.1% |
| Participant deferral / active EE | $1,474 | $2,587-43.0% | $3,517-58.1% | $3,203-54.0% |
| Admin fee / account holder | $1,528 | $3,206-52.4% | $4,510-66.1% | $4,296-64.4% |