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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 | $21,871 | $58,848-62.8% | $88,179-75.2% | $82,637-73.5% |
| Participation rate | 84.0% | 57.9%+26.1pp | 69.1%+14.8pp | 68.1%+15.9pp |
| Annual return | 17.60% | 22.76%-5.2pp | 64.97%-47.4pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,165 | $1,678-30.6% | $2,549-54.3% | $2,552-54.4% |
| Participant deferral / active EE | $4,020 | $3,124+28.7% | $4,614-12.9% | $4,126-2.6% |
| Admin fee / account holder | $1,913 | $4,795-60.1% | $7,673-75.1% | $7,339-73.9% |