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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 | $13,770 | $45,043-69.4% | $63,005-78.1% | $70,124-80.4% |
| Participation rate | 98.1% | 69.5%+28.6pp | 74.8%+23.3pp | 69.5%+28.5pp |
| Annual return | 17.22% | 18.76%-1.5pp | 87.59%-70.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,955 | $2,052-4.7% | $2,760-29.2% | $2,342-16.5% |
| Participant deferral / active EE | $3,169 | $2,466+28.5% | $3,329-4.8% | $3,332-4.9% |
| Admin fee / account holder | $2,658 | $2,833-6.2% | $3,599-26.2% | $4,645-42.8% |