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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 | $18,712 | $49,249-62.0% | $70,476-73.4% | $79,852-76.6% |
| Participation rate | 84.4% | 69.2%+15.3pp | 75.1%+9.4pp | 69.6%+14.8pp |
| Annual return | 30.12% | 30.09%0pp | 109.12%-79.0pp | 31.72%-1.6pp |
| Employer contribution / active EE | $1,217 | $2,100-42.1% | $2,738-55.6% | $2,471-50.8% |
| Participant deferral / active EE | $2,004 | $2,769-27.6% | $3,710-46.0% | $3,740-46.4% |
| Admin fee / account holder | $1,736 | $2,878-39.7% | $3,847-54.9% | $5,306-67.3% |