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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 | $32,266 | $72,273-55.4% | $101,275-68.1% | $79,856-59.6% |
| Participation rate | 83.1% | 68.5%+14.6pp | 75.8%+7.3pp | 69.6%+13.4pp |
| Annual return | 15.21% | 22.30%-7.1pp | 46.48%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,834 | $2,691-31.9% | $3,660-49.9% | $2,471-25.8% |
| Participant deferral / active EE | $1,896 | $3,282-42.2% | $4,371-56.6% | $3,741-49.3% |
| Admin fee / account holder | $618 | $4,401-86.0% | $5,948-89.6% | $5,306-88.4% |