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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 | $27,703 | $76,407-63.7% | $150,298-81.6% | $82,448-66.4% |
| Participation rate | 82.5% | 66.4%+16.1pp | 77.8%+4.7pp | 68.1%+14.4pp |
| Annual return | 18.99% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,872 | $2,614-28.4% | $4,154-54.9% | $2,551-26.6% |
| Participant deferral / active EE | $2,622 | $3,214-18.4% | $5,453-51.9% | $4,139-36.7% |
| Admin fee / account holder | $15,122 | $6,352+138.1% | $14,116+7.1% | $7,234+109.0% |