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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 | $12,986 | $54,757-76.3% | $90,287-85.6% | $72,986-82.2% |
| Participation rate | 94.6% | 65.1%+29.5pp | 73.3%+21.4pp | 69.5%+25.2pp |
| Annual return | 43.04% | 30.63%+12.4pp | 78.10%-35.1pp | 81.01%-38.0pp |
| Employer contribution / active EE | $1,088 | $2,092-48.0% | $2,855-61.9% | $2,440-55.4% |
| Participant deferral / active EE | $2,509 | $2,887-13.1% | $3,885-35.4% | $3,607-30.5% |
| Admin fee / account holder | $2,802 | $3,972-29.5% | $5,351-47.6% | $5,124-45.3% |