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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 | $17,818 | $57,061-68.8% | $85,063-79.1% | $80,911-78.0% |
| Participation rate | 88.2% | 56.3%+31.9pp | 67.5%+20.7pp | 67.6%+20.6pp |
| Annual return | 11.90% | 21.66%-9.8pp | 66.54%-54.6pp | 35.63%-23.7pp |
| Employer contribution / active EE | $2,256 | $1,799+25.4% | $2,727-17.3% | $2,756-18.1% |
| Participant deferral / active EE | $3,389 | $3,110+9.0% | $4,523-25.1% | $4,297-21.1% |
| Admin fee / account holder | $1,509 | $4,986-69.7% | $6,155-75.5% | $6,935-78.2% |