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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 | $18,496 | $76,407-75.8% | $150,298-87.7% | $82,448-77.6% |
| Participation rate | 85.2% | 66.4%+18.8pp | 77.8%+7.4pp | 68.1%+17.1pp |
| Annual return | 14.60% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $933 | $2,614-64.3% | $4,154-77.5% | $2,551-63.4% |
| Participant deferral / active EE | $912 | $3,214-71.6% | $5,453-83.3% | $4,139-78.0% |
| Admin fee / account holder | $580 | $6,352-90.9% | $14,116-95.9% | $7,234-92.0% |