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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 | $45,050-56.4% | $63,018-68.8% | $70,126-72.0% |
| Participation rate | 89.5% | 69.5%+20.0pp | 74.8%+14.7pp | 69.5%+19.9pp |
| Annual return | 12.05% | 18.76%-6.7pp | 87.62%-75.6pp | 73.15%-61.1pp |
| Employer contribution / active EE | $877 | $2,052-57.3% | $2,761-68.2% | $2,343-62.6% |
| Participant deferral / active EE | $1,097 | $2,466-55.5% | $3,330-67.1% | $3,332-67.1% |
| Admin fee / account holder | $1,270 | $2,834-55.2% | $3,601-64.7% | $4,645-72.7% |