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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 | $17,602 | $81,276-78.3% | $155,574-88.7% | $80,925-78.2% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 16.95% | 33.36%-16.4pp | 64.87%-47.9pp | 35.65%-18.7pp |
| Employer contribution / active EE | $1,884 | $3,103-39.3% | $4,676-59.7% | $2,756-31.7% |
| Participant deferral / active EE | $4,080 | $3,453+18.2% | $5,629-27.5% | $4,299-5.1% |
| Admin fee / account holder | $1,056 | $7,993-86.8% | $15,914-93.4% | $6,940-84.8% |