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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 | $18,138 | $53,774-66.3% | $134,162-86.5% | $79,856-77.3% |
| Participation rate | 98.0% | 58.8%+39.2pp | 72.2%+25.8pp | 69.6%+28.4pp |
| Annual return | 11.70% | 19.01%-7.3pp | 36.35%-24.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,969 | $1,322+49.0% | $3,705-46.9% | $2,471-20.3% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,938 | $3,985-26.3% | $6,685-56.1% | $5,306-44.6% |