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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 | $20,937 | $45,343-53.8% | $150,298-86.1% | $67,986-69.2% |
| Participation rate | 99.1% | 51.9%+47.2pp | 77.8%+21.3pp | 57.2%+41.9pp |
| Annual return | 14.62% | 33.28%-18.7pp | 62.79%-48.2pp | 31.67%-17.0pp |
| Employer contribution / active EE | $866 | $1,462-40.8% | $4,154-79.2% | $2,019-57.1% |
| Participant deferral / active EE | $1,183 | $2,055-42.4% | $5,453-78.3% | $3,358-64.8% |
| Admin fee / account holder | $1,329 | $2,250-40.9% | $14,116-90.6% | $3,203-58.5% |