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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 | $20,474 | $56,054-63.5% | $171,082-88.0% | $62,881-67.4% |
| Participation rate | 82.9% | 62.9%+20.1pp | 76.7%+6.2pp | 69.3%+13.6pp |
| Annual return | 8.89% | 22.52%-13.6pp | 32.56%-23.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,019 | $1,731-41.1% | $4,002-74.5% | $2,281-55.3% |
| Participant deferral / active EE | $2,333 | $3,158-26.1% | $4,797-51.4% | $3,203-27.2% |
| Admin fee / account holder | $1,104 | $3,647-69.7% | $8,520-87.0% | $4,296-74.3% |