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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 | $24,503 | $54,757-55.3% | $90,304-72.9% | $72,975-66.4% |
| Participation rate | 72.9% | 65.2%+7.8pp | 73.3%-0.4pp | 69.5%+3.4pp |
| Annual return | 18.17% | 30.63%-12.5pp | 78.13%-60.0pp | 81.01%-62.8pp |
| Employer contribution / active EE | $1,093 | $2,093-47.8% | $2,855-61.7% | $2,440-55.2% |
| Participant deferral / active EE | $1,293 | $2,887-55.2% | $3,885-66.7% | $3,608-64.2% |
| Admin fee / account holder | $19,912 | $3,973+401.2% | $5,354+271.9% | $5,124+288.6% |