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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 | $37,969 | $77,814-51.2% | $158,223-76.0% | $86,983-56.3% |
| Participation rate | 87.8% | 68.4%+19.4pp | 79.2%+8.6pp | 69.5%+18.3pp |
| Annual return | 18.37% | 30.54%-12.2pp | 52.09%-33.7pp | 25.83%-7.5pp |
| Employer contribution / active EE | $1,374 | $2,592-47.0% | $4,109-66.6% | $2,584-46.8% |
| Participant deferral / active EE | $2,350 | $3,270-28.1% | $5,467-57.0% | $4,194-44.0% |
| Admin fee / account holder | $2,108 | $5,879-64.1% | $16,047-86.9% | $7,856-73.2% |