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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 | $21,222 | $45,041-52.9% | $63,003-66.3% | $70,131-69.7% |
| Participation rate | 94.1% | 69.5%+24.6pp | 74.8%+19.3pp | 69.5%+24.6pp |
| Annual return | 11.61% | 18.76%-7.2pp | 87.59%-76.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $932 | $2,052-54.6% | $2,760-66.2% | $2,342-60.2% |
| Participant deferral / active EE | $1,417 | $2,465-42.5% | $3,329-57.4% | $3,332-57.5% |
| Admin fee / account holder | $340 | $2,836-88.0% | $3,600-90.5% | $4,645-92.7% |