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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 | $75,541-75.5% | $152,093-87.8% | $82,637-77.6% |
| Participation rate | 85.2% | 66.5%+18.6pp | 77.8%+7.4pp | 68.1%+17.1pp |
| Annual return | 14.60% | 32.56%-18.0pp | 66.36%-51.8pp | 53.51%-38.9pp |
| Employer contribution / active EE | $933 | $2,622-64.4% | $4,175-77.6% | $2,552-63.4% |
| Participant deferral / active EE | $912 | $3,206-71.5% | $5,451-83.3% | $4,126-77.9% |
| Admin fee / account holder | $580 | $6,405-91.0% | $14,497-96.0% | $7,339-92.1% |