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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 | $14,798 | $63,809-76.8% | $81,353-81.8% | $80,935-81.7% |
| Participation rate | 93.5% | 63.9%+29.6pp | 69.5%+23.9pp | 67.7%+25.8pp |
| Annual return | 12.22% | 16.37%-4.1pp | 24.82%-12.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,441 | $1,981-27.3% | $2,464-41.5% | $2,757-47.7% |
| Participant deferral / active EE | $2,667 | $3,093-13.8% | $3,885-31.4% | $4,299-38.0% |
| Admin fee / account holder | $1,913 | $5,686-66.4% | $5,766-66.8% | $6,924-72.4% |