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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 | $16,329 | $48,078-66.0% | $78,676-79.2% | $62,881-74.0% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.6%+13.9pp | 69.3%+18.2pp |
| Annual return | 7.73% | 31.36%-23.6pp | 62.19%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $418 | $2,015-79.2% | $2,850-85.3% | $2,281-81.7% |
| Participant deferral / active EE | $1,459 | $2,587-43.6% | $3,517-58.5% | $3,203-54.5% |
| Admin fee / account holder | $1,583 | $3,206-50.6% | $4,510-64.9% | $4,296-63.2% |