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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 | $18,084 | $57,065-68.3% | $75,670-76.1% | $70,131-74.2% |
| Participation rate | 84.6% | 68.1%+16.5pp | 72.3%+12.3pp | 69.5%+15.1pp |
| Annual return | 14.01% | 23.57%-9.6pp | 27.34%-13.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $904 | $1,817-50.2% | $2,352-61.6% | $2,342-61.4% |
| Participant deferral / active EE | $2,171 | $2,580-15.8% | $3,142-30.9% | $3,332-34.8% |
| Admin fee / account holder | $560 | $3,825-85.3% | $5,800-90.3% | $4,645-87.9% |