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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 | $18,581 | $78,015-76.2% | $178,505-89.6% | $80,959-77.0% |
| Participation rate | 87.5% | 65.7%+21.8pp | 77.1%+10.4pp | 67.7%+19.8pp |
| Annual return | 10.98% | 18.10%-7.1pp | 27.16%-16.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,284 | $2,281-43.7% | $3,955-67.5% | $2,757-53.4% |
| Participant deferral / active EE | $2,027 | $4,406-54.0% | $6,280-67.7% | $4,300-52.9% |
| Admin fee / account holder | $436 | $7,160-93.9% | $10,428-95.8% | $6,925-93.7% |