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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 | $19,294 | $48,314-60.1% | $67,561-71.4% | $80,925-76.2% |
| Participation rate | 84.4% | 66.4%+18.0pp | 72.9%+11.5pp | 67.7%+16.7pp |
| Annual return | 14.90% | 18.28%-3.4pp | 3525.44%-3510.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $1,587 | $2,022-21.5% | $2,735-42.0% | $2,756-42.4% |
| Participant deferral / active EE | $3,070 | $2,927+4.9% | $4,003-23.3% | $4,299-28.6% |
| Admin fee / account holder | $1,195 | $3,690-67.6% | $4,006-70.2% | $6,940-82.8% |