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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 | $13,442 | $52,279-74.3% | $89,435-85.0% | $79,856-83.2% |
| Participation rate | 96.0% | 57.5%+38.5pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | 18.26% | 22.16%-3.9pp | 245.55%-227.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,752 | $1,572+75.1% | $2,587+6.4% | $2,471+11.4% |
| Participant deferral / active EE | $2,463 | $2,740-10.1% | $3,890-36.7% | $3,741-34.2% |
| Admin fee / account holder | $324 | $3,356-90.3% | $4,884-93.4% | $5,306-93.9% |