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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 | $13,807 | $37,446-63.1% | $77,552-82.2% | $79,856-82.7% |
| Participation rate | 72.0% | 41.5%+30.5pp | 54.2%+17.8pp | 69.6%+2.4pp |
| Annual return | 14.72% | 39.76%-25.0pp | 54.82%-40.1pp | 31.71%-17.0pp |
| Employer contribution / active EE | $342 | $637-46.4% | $987-65.4% | $2,471-86.2% |
| Participant deferral / active EE | $2,008 | $1,261+59.3% | $1,861+7.9% | $3,741-46.3% |
| Admin fee / account holder | $468 | $2,506-81.3% | $2,859-83.6% | $5,306-91.2% |