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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 | $54,814 | $69,590-21.2% | $136,867-60.0% | $94,015-41.7% |
| Participation rate | 79.4% | 66.3%+13.1pp | 74.5%+4.9pp | 70.8%+8.6pp |
| Annual return | 15.19% | 19.62%-4.4pp | 42.97%-27.8pp | 17.84%-2.6pp |
| Employer contribution / active EE | $1,012 | $2,396-57.8% | $3,547-71.5% | $2,790-63.7% |
| Participant deferral / active EE | $2,109 | $3,437-38.6% | $4,924-57.2% | $4,249-50.4% |
| Admin fee / account holder | $4,138 | $8,912-53.6% | $10,340-60.0% | $8,951-53.8% |