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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 | $26,228 | $59,804-56.1% | $81,982-68.0% | $79,856-67.2% |
| Participation rate | 76.1% | 61.6%+14.5pp | 69.3%+6.9pp | 69.6%+6.5pp |
| Annual return | 17.49% | 17.56%-0.1pp | 41.31%-23.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,002 | $1,713-41.5% | $2,498-59.9% | $2,471-59.4% |
| Participant deferral / active EE | $3,381 | $2,695+25.5% | $3,722-9.2% | $3,741-9.6% |
| Admin fee / account holder | $1,985 | $4,288-53.7% | $5,665-65.0% | $5,306-62.6% |