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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 | $22,290 | $63,949-65.1% | $129,031-82.7% | $94,015-76.3% |
| Participation rate | 87.8% | 63.4%+24.3pp | 73.4%+14.4pp | 70.8%+16.9pp |
| Annual return | 14.66% | 17.56%-2.9pp | 34.67%-20.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $953 | $1,865-48.9% | $3,226-70.5% | $2,790-65.8% |
| Participant deferral / active EE | $3,340 | $3,686-9.4% | $5,217-36.0% | $4,249-21.4% |
| Admin fee / account holder | $1,991 | $5,523-64.0% | $13,208-84.9% | $8,951-77.8% |