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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 | $15,813 | $77,814-79.7% | $158,223-90.0% | $86,983-81.8% |
| Participation rate | 93.9% | 68.4%+25.5pp | 79.2%+14.7pp | 69.5%+24.3pp |
| Annual return | 12.86% | 30.54%-17.7pp | 52.09%-39.2pp | 25.83%-13.0pp |
| Employer contribution / active EE | $987 | $2,592-61.9% | $4,109-76.0% | $2,584-61.8% |
| Participant deferral / active EE | $2,574 | $3,270-21.3% | $5,467-52.9% | $4,194-38.6% |
| Admin fee / account holder | $6,784 | $5,879+15.4% | $16,047-57.7% | $7,856-13.6% |