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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 | $57,590-62.0% | $86,233-74.6% | $82,448-73.5% |
| Participation rate | 84.0% | 57.9%+26.1pp | 69.0%+14.9pp | 68.1%+15.9pp |
| Annual return | 17.60% | 22.41%-4.8pp | 61.39%-43.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,165 | $1,655-29.6% | $2,504-53.5% | $2,551-54.3% |
| Participant deferral / active EE | $4,020 | $3,080+30.5% | $4,559-11.8% | $4,139-2.9% |
| Admin fee / account holder | $1,913 | $4,730-59.6% | $8,342-77.1% | $7,234-73.6% |