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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 | $16,959 | $54,763-69.0% | $90,324-81.2% | $72,976-76.8% |
| Participation rate | 76.0% | 65.2%+10.8pp | 73.3%+2.7pp | 69.5%+6.5pp |
| Annual return | 21.02% | 30.63%-9.6pp | 78.15%-57.1pp | 81.02%-60.0pp |
| Employer contribution / active EE | $2,109 | $2,093+0.7% | $2,856-26.2% | $2,440-13.6% |
| Participant deferral / active EE | $2,185 | $2,887-24.3% | $3,885-43.8% | $3,608-39.4% |
| Admin fee / account holder | $2,926 | $3,973-26.4% | $5,356-45.4% | $5,124-42.9% |