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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 | $16,956 | $45,050-62.4% | $63,018-73.1% | $70,126-75.8% |
| Participation rate | 85.2% | 69.5%+15.7pp | 74.8%+10.4pp | 69.5%+15.6pp |
| Annual return | 11.80% | 18.76%-7.0pp | 87.62%-75.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $2,331 | $2,052+13.6% | $2,761-15.6% | $2,343-0.5% |
| Participant deferral / active EE | $933 | $2,466-62.1% | $3,330-72.0% | $3,332-72.0% |
| Admin fee / account holder | $2,042 | $2,834-27.9% | $3,601-43.3% | $4,645-56.0% |