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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 | $7,167 | $76,407-90.6% | $150,298-95.2% | $82,448-91.3% |
| Participation rate | 87.3% | 66.4%+20.9pp | 77.8%+9.5pp | 68.1%+19.2pp |
| Annual return | 17.82% | 39.99%-22.2pp | 62.79%-45.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,509 | $2,614-42.3% | $4,154-63.7% | $2,551-40.8% |
| Participant deferral / active EE | $2,250 | $3,214-30.0% | $5,453-58.7% | $4,139-45.6% |
| Admin fee / account holder | $1,130 | $6,352-82.2% | $14,116-92.0% | $7,234-84.4% |