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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 | $27,570 | $54,757-49.7% | $90,300-69.5% | $72,983-62.2% |
| Participation rate | 73.7% | 65.1%+8.5pp | 73.3%+0.4pp | 69.5%+4.2pp |
| Annual return | 18.41% | 30.63%-12.2pp | 78.11%-59.7pp | 81.01%-62.6pp |
| Employer contribution / active EE | $1,868 | $2,092-10.7% | $2,854-34.6% | $2,440-23.5% |
| Participant deferral / active EE | $4,399 | $2,887+52.4% | $3,884+13.3% | $3,608+21.9% |
| Admin fee / account holder | $1,012 | $3,972-74.5% | $5,353-81.1% | $5,124-80.3% |