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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 | $22,327 | $73,978-69.8% | $96,515-76.9% | $75,173-70.3% |
| Participation rate | 76.6% | 66.4%+10.2pp | 74.3%+2.2pp | 67.2%+9.4pp |
| Annual return | 19.09% | 26.72%-7.6pp | 35.73%-16.6pp | 160.72%-141.6pp |
| Employer contribution / active EE | $1,429 | $2,931-51.2% | $3,740-61.8% | $2,671-46.5% |
| Participant deferral / active EE | $2,302 | $3,660-37.1% | $4,880-52.8% | $4,126-44.2% |
| Admin fee / account holder | $1,668 | $5,219-68.0% | $6,735-75.2% | $5,651-70.5% |