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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 | $14,261 | $57,590-75.2% | $86,233-83.5% | $82,448-82.7% |
| Participation rate | 83.9% | 57.9%+26.0pp | 69.0%+14.9pp | 68.1%+15.8pp |
| Annual return | 22.10% | 22.41%-0.3pp | 61.39%-39.3pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,033 | $1,655-37.6% | $2,504-58.7% | $2,551-59.5% |
| Participant deferral / active EE | $2,662 | $3,080-13.6% | $4,559-41.6% | $4,139-35.7% |
| Admin fee / account holder | $1,297 | $4,730-72.6% | $8,342-84.5% | $7,234-82.1% |