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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 | $17,895 | $81,276-78.0% | $155,574-88.5% | $80,925-77.9% |
| Participation rate | 92.1% | 66.2%+25.9pp | 78.2%+13.9pp | 67.7%+24.4pp |
| Annual return | 13.01% | 33.36%-20.3pp | 64.87%-51.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $903 | $3,103-70.9% | $4,676-80.7% | $2,756-67.2% |
| Participant deferral / active EE | $2,502 | $3,453-27.5% | $5,629-55.6% | $4,299-41.8% |
| Admin fee / account holder | $517 | $7,993-93.5% | $15,914-96.7% | $6,940-92.5% |