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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 | $18,547 | $45,087-58.9% | $69,483-73.3% | $72,976-74.6% |
| Participation rate | 80.0% | 68.5%+11.5pp | 74.6%+5.4pp | 69.5%+10.5pp |
| Annual return | 17.39% | 22.67%-5.3pp | 28.99%-11.6pp | 81.02%-63.6pp |
| Employer contribution / active EE | $802 | $2,055-61.0% | $2,780-71.1% | $2,440-67.1% |
| Participant deferral / active EE | $802 | $2,603-69.2% | $3,537-77.3% | $3,608-77.8% |
| Admin fee / account holder | $807 | $3,057-73.6% | $3,841-79.0% | $5,124-84.3% |