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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 | $21,986 | $77,920-71.8% | $149,723-85.3% | $75,177-70.8% |
| Participation rate | 83.7% | 65.6%+18.1pp | 78.8%+4.9pp | 67.2%+16.5pp |
| Annual return | 17.00% | 31.72%-14.7pp | 134.50%-117.5pp | 160.75%-143.7pp |
| Employer contribution / active EE | $810 | $3,138-74.2% | $4,821-83.2% | $2,671-69.7% |
| Participant deferral / active EE | $3,708 | $3,411+8.7% | $5,682-34.8% | $4,126-10.1% |
| Admin fee / account holder | $1,089 | $5,951-81.7% | $13,215-91.8% | $5,651-80.7% |