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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 | $12,161 | $46,599-73.9% | $64,101-81.0% | $75,173-83.8% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 16.79% | 26.06%-9.3pp | 33.72%-16.9pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,087 | $1,975-45.0% | $2,749-60.4% | $2,671-59.3% |
| Participant deferral / active EE | $1,647 | $2,837-41.9% | $3,881-57.6% | $4,126-60.1% |
| Admin fee / account holder | $645 | $2,956-78.2% | $3,070-79.0% | $5,651-88.6% |