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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 | $14,785 | $73,107-79.8% | $114,563-87.1% | $87,485-83.1% |
| Participation rate | 76.0% | 65.8%+10.2pp | 72.9%+3.1pp | 68.9%+7.1pp |
| Annual return | 18.49% | 19.47%-1.0pp | 241.09%-222.6pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,565 | $1,881-16.8% | $2,592-39.6% | $2,596-39.7% |
| Participant deferral / active EE | $2,099 | $3,144-33.2% | $4,142-49.3% | $4,274-50.9% |
| Admin fee / account holder | $1,952 | $5,770-66.2% | $7,623-74.4% | $7,775-74.9% |