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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 | $17,824 | $78,690-77.3% | $161,489-89.0% | $87,485-79.6% |
| Participation rate | 92.6% | 67.5%+25.1pp | 78.7%+13.9pp | 68.9%+23.7pp |
| Annual return | 13.35% | 32.74%-19.4pp | 89.72%-76.4pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,443 | $2,588-44.3% | $4,268-66.2% | $2,596-44.4% |
| Participant deferral / active EE | $1,668 | $3,311-49.6% | $5,630-70.4% | $4,274-61.0% |
| Admin fee / account holder | $3,108 | $6,724-53.8% | $16,006-80.6% | $7,775-60.0% |