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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 | $24,882 | $73,787-66.3% | $98,716-74.8% | $82,448-69.8% |
| Participation rate | 83.8% | 61.4%+22.4pp | 69.3%+14.5pp | 68.1%+15.7pp |
| Annual return | 13.56% | 18.57%-5.0pp | 31.81%-18.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,682 | $1,511+143.6% | $2,279+61.6% | $2,551+44.3% |
| Participant deferral / active EE | $1,501 | $3,081-51.3% | $4,048-62.9% | $4,139-63.7% |
| Admin fee / account holder | $410 | $6,500-93.7% | $8,703-95.3% | $7,234-94.3% |