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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 | $15,353 | $48,078-68.1% | $78,676-80.5% | $62,881-75.6% |
| Participation rate | 92.7% | 65.2%+27.5pp | 73.6%+19.1pp | 69.3%+23.4pp |
| Annual return | 7.85% | 31.36%-23.5pp | 62.19%-54.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,797 | $2,015-10.8% | $2,850-36.9% | $2,281-21.2% |
| Participant deferral / active EE | $2,217 | $2,587-14.3% | $3,517-37.0% | $3,203-30.8% |
| Admin fee / account holder | $2,971 | $3,206-7.3% | $4,510-34.1% | $4,296-30.8% |