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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 | $18,244 | $46,877-61.1% | $122,354-85.1% | $70,126-74.0% |
| Participation rate | 72.3% | 58.2%+14.1pp | 71.6%+0.7pp | 69.5%+2.8pp |
| Annual return | 20.55% | 24.22%-3.7pp | 30.28%-9.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $1,593 | $1,288+23.6% | $4,051-60.7% | $2,343-32.0% |
| Participant deferral / active EE | $2,498 | $2,167+15.2% | $3,287-24.0% | $3,332-25.0% |
| Admin fee / account holder | $1,021 | $3,324-69.3% | $5,479-81.4% | $4,645-78.0% |