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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 | $14,284 | $49,239-71.0% | $70,462-79.7% | $79,858-82.1% |
| Participation rate | 88.0% | 69.2%+18.8pp | 75.1%+12.9pp | 69.6%+18.4pp |
| Annual return | 11.53% | 30.08%-18.5pp | 109.08%-97.5pp | 31.72%-20.2pp |
| Employer contribution / active EE | $2,846 | $2,100+35.5% | $2,737+4.0% | $2,471+15.2% |
| Participant deferral / active EE | $2,846 | $2,769+2.8% | $3,710-23.3% | $3,740-23.9% |
| Admin fee / account holder | $916 | $2,876-68.1% | $3,845-76.2% | $5,306-82.7% |