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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 | $18,097 | $91,179-80.2% | $178,499-89.9% | $79,852-77.3% |
| Participation rate | 97.9% | 69.2%+28.7pp | 81.9%+15.9pp | 69.6%+28.2pp |
| Annual return | 14.72% | 24.19%-9.5pp | 151.10%-136.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $760 | $3,256-76.7% | $5,011-84.8% | $2,471-69.3% |
| Participant deferral / active EE | $1,148 | $3,236-64.5% | $5,202-77.9% | $3,740-69.3% |
| Admin fee / account holder | $3,265 | $6,749-51.6% | $13,986-76.7% | $5,306-38.5% |