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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 | $19,487 | $124,425-84.3% | $112,040-82.6% | $137,256-85.8% |
| Participation rate | 73.7% | 79.3%-5.6pp | 76.5%-2.8pp | 80.0%-6.3pp |
| Annual return | 15.42% | 24.72%-9.3pp | 24.52%-9.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,900 | $3,411-44.3% | $2,954-35.7% | $4,156-54.3% |
| Participant deferral / active EE | $3,569 | $5,718-37.6% | $5,098-30.0% | $6,407-44.3% |
| Admin fee / account holder | $5,634 | $15,207-62.9% | $12,098-53.4% | $12,270-54.1% |