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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 | $23,140 | $57,828-60.0% | $117,039-80.2% | $70,126-67.0% |
| Participation rate | 81.3% | 67.1%+14.1pp | 77.2%+4.1pp | 69.5%+11.7pp |
| Annual return | 14.92% | 17.55%-2.6pp | 18.95%-4.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $2,409 | $1,816+32.6% | $3,785-36.4% | $2,343+2.8% |
| Participant deferral / active EE | $2,887 | $2,438+18.4% | $3,929-26.5% | $3,332-13.4% |
| Admin fee / account holder | $11,364 | $3,548+220.3% | $5,974+90.2% | $4,645+144.6% |