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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 | $24,193 | $76,407-68.3% | $150,298-83.9% | $82,448-70.7% |
| Participation rate | 70.3% | 66.4%+3.9pp | 77.8%-7.5pp | 68.1%+2.2pp |
| Annual return | 16.10% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,386 | $2,614-47.0% | $4,154-66.6% | $2,551-45.7% |
| Participant deferral / active EE | $2,734 | $3,214-14.9% | $5,453-49.9% | $4,139-34.0% |
| Admin fee / account holder | $2,763 | $6,352-56.5% | $14,116-80.4% | $7,234-61.8% |