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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 | $20,296 | $48,118-57.8% | $136,833-85.2% | $94,015-78.4% |
| Participation rate | 70.8% | 47.4%+23.5pp | 59.0%+11.8pp | 70.8%0pp |
| Annual return | 13.17% | 14.65%-1.5pp | 35.32%-22.1pp | 17.84%-4.7pp |
| Employer contribution / active EE | $1,545 | $821+88.2% | $1,319+17.2% | $2,790-44.6% |
| Participant deferral / active EE | $2,849 | $1,651+72.5% | $2,441+16.7% | $4,249-33.0% |
| Admin fee / account holder | $10,094 | $3,059+230.0% | $4,706+114.5% | $8,951+12.8% |