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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 | $23,260 | $81,276-71.4% | $155,574-85.0% | $80,925-71.3% |
| Participation rate | 82.6% | 66.2%+16.4pp | 78.2%+4.4pp | 67.7%+15.0pp |
| Annual return | 13.48% | 33.36%-19.9pp | 64.87%-51.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,000 | $3,103-67.8% | $4,676-78.6% | $2,756-63.7% |
| Participant deferral / active EE | $3,635 | $3,453+5.3% | $5,629-35.4% | $4,299-15.4% |
| Admin fee / account holder | $1,799 | $7,993-77.5% | $15,914-88.7% | $6,940-74.1% |