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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 | $27,485 | $72,492-62.1% | $87,102-68.4% | $72,983-62.3% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.9%+6.8pp | 69.5%+14.2pp |
| Annual return | 16.73% | 24.46%-7.7pp | 28.19%-11.5pp | 81.01%-64.3pp |
| Employer contribution / active EE | $1,192 | $1,894-37.1% | $2,521-52.7% | $2,440-51.2% |
| Participant deferral / active EE | $1,618 | $3,270-50.5% | $4,048-60.0% | $3,608-55.1% |
| Admin fee / account holder | $2,249 | $5,055-55.5% | $7,491-70.0% | $5,124-56.1% |