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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 | $19,264 | $84,236-77.1% | $170,439-88.7% | $70,124-72.5% |
| Participation rate | 79.4% | 70.8%+8.5pp | 83.6%-4.2pp | 69.5%+9.8pp |
| Annual return | 15.93% | 23.06%-7.1pp | 205.94%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,221 | $3,387-63.9% | $5,433-77.5% | $2,342-47.9% |
| Participant deferral / active EE | $1,011 | $3,086-67.2% | $4,939-79.5% | $3,332-69.7% |
| Admin fee / account holder | $1,640 | $5,698-71.2% | $13,881-88.2% | $4,645-64.7% |