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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 | $21,173 | $69,590-69.6% | $136,867-84.5% | $94,015-77.5% |
| Participation rate | 79.8% | 66.3%+13.4pp | 74.5%+5.2pp | 70.8%+8.9pp |
| Annual return | 12.04% | 19.62%-7.6pp | 42.97%-30.9pp | 17.84%-5.8pp |
| Employer contribution / active EE | $1,017 | $2,396-57.6% | $3,547-71.3% | $2,790-63.5% |
| Participant deferral / active EE | $1,234 | $3,437-64.1% | $4,924-74.9% | $4,249-71.0% |
| Admin fee / account holder | $8,660 | $8,912-2.8% | $10,340-16.3% | $8,951-3.3% |