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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 | $17,766 | $48,076-63.0% | $78,690-77.4% | $62,891-71.8% |
| Participation rate | 72.0% | 65.2%+6.8pp | 73.6%-1.6pp | 69.3%+2.7pp |
| Annual return | 5.15% | 31.35%-26.2pp | 62.18%-57.0pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,030 | $2,015-48.9% | $2,851-63.9% | $2,281-54.8% |
| Participant deferral / active EE | $1,337 | $2,588-48.3% | $3,517-62.0% | $3,203-58.3% |
| Admin fee / account holder | $1,863 | $3,207-41.9% | $4,511-58.7% | $4,296-56.6% |