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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 | $10,849 | $81,358-86.7% | $155,556-93.0% | $80,959-86.6% |
| Participation rate | 74.4% | 66.3%+8.1pp | 78.2%-3.8pp | 67.7%+6.7pp |
| Annual return | 19.31% | 33.39%-14.1pp | 64.84%-45.5pp | 35.67%-16.4pp |
| Employer contribution / active EE | $1,167 | $3,106-62.4% | $4,675-75.0% | $2,757-57.7% |
| Participant deferral / active EE | $2,439 | $3,455-29.4% | $5,631-56.7% | $4,300-43.3% |
| Admin fee / account holder | $1,863 | $7,994-76.7% | $15,885-88.3% | $6,925-73.1% |