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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 | $19,905 | $73,978-73.1% | $96,515-79.4% | $75,173-73.5% |
| Participation rate | 76.9% | 66.4%+10.5pp | 74.3%+2.6pp | 67.2%+9.7pp |
| Annual return | 16.63% | 26.72%-10.1pp | 35.73%-19.1pp | 160.72%-144.1pp |
| Employer contribution / active EE | $2,422 | $2,931-17.4% | $3,740-35.2% | $2,671-9.3% |
| Participant deferral / active EE | $4,303 | $3,660+17.6% | $4,880-11.8% | $4,126+4.3% |
| Admin fee / account holder | $2,423 | $5,219-53.6% | $6,735-64.0% | $5,651-57.1% |