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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 | $19,636 | $45,041-56.4% | $63,003-68.8% | $70,131-72.0% |
| Participation rate | 89.5% | 69.5%+19.9pp | 74.8%+14.7pp | 69.5%+19.9pp |
| Annual return | 12.05% | 18.76%-6.7pp | 87.59%-75.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $877 | $2,052-57.3% | $2,760-68.2% | $2,342-62.6% |
| Participant deferral / active EE | $1,097 | $2,465-55.5% | $3,329-67.1% | $3,332-67.1% |
| Admin fee / account holder | $1,270 | $2,836-55.2% | $3,600-64.7% | $4,645-72.7% |