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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 | $12,330 | $54,763-77.5% | $90,324-86.3% | $72,976-83.1% |
| Participation rate | 94.3% | 65.2%+29.1pp | 73.3%+21.0pp | 69.5%+24.8pp |
| Annual return | 19.10% | 30.63%-11.5pp | 78.15%-59.0pp | 81.02%-61.9pp |
| Employer contribution / active EE | $711 | $2,093-66.0% | $2,856-75.1% | $2,440-70.9% |
| Participant deferral / active EE | $1,952 | $2,887-32.4% | $3,885-49.8% | $3,608-45.9% |
| Admin fee / account holder | $5,225 | $3,973+31.5% | $5,356-2.4% | $5,124+2.0% |