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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 | $22,032 | $54,541-59.6% | $78,778-72.0% | $70,126-68.6% |
| Participation rate | 81.5% | 60.8%+20.7pp | 69.2%+12.3pp | 69.5%+11.9pp |
| Annual return | 14.37% | 21.07%-6.7pp | 35.62%-21.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $794 | $1,089-27.0% | $1,986-60.0% | $2,343-66.1% |
| Participant deferral / active EE | $2,109 | $2,210-4.6% | $2,958-28.7% | $3,332-36.7% |
| Admin fee / account holder | $305 | $3,709-91.8% | $5,134-94.1% | $4,645-93.4% |