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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 | $21,609 | $51,638-58.2% | $68,368-68.4% | $82,448-73.8% |
| Participation rate | 75.5% | 63.6%+11.9pp | 73.8%+1.7pp | 68.1%+7.4pp |
| Annual return | 13.82% | 37.53%-23.7pp | 292.57%-278.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $859 | $2,047-58.0% | $2,649-67.6% | $2,551-66.3% |
| Participant deferral / active EE | $2,076 | $2,914-28.7% | $4,123-49.6% | $4,139-49.8% |
| Admin fee / account holder | $4,476 | $4,643-3.6% | $5,150-13.1% | $7,234-38.1% |