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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 | $19,316 | $76,407-74.7% | $150,298-87.1% | $82,448-76.6% |
| Participation rate | 83.8% | 66.4%+17.4pp | 77.8%+6.0pp | 68.1%+15.7pp |
| Annual return | 17.29% | 39.99%-22.7pp | 62.79%-45.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,237 | $2,614-52.7% | $4,154-70.2% | $2,551-51.5% |
| Participant deferral / active EE | $2,763 | $3,214-14.1% | $5,453-49.3% | $4,139-33.3% |
| Admin fee / account holder | $557 | $6,352-91.2% | $14,116-96.1% | $7,234-92.3% |