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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 | $15,347 | $52,580-70.8% | $71,671-78.6% | $70,126-78.1% |
| Participation rate | 89.1% | 60.9%+28.2pp | 68.7%+20.3pp | 69.5%+19.5pp |
| Annual return | 19.28% | 20.25%-1.0pp | 20.65%-1.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $695 | $1,616-57.0% | $2,460-71.7% | $2,343-70.3% |
| Participant deferral / active EE | $1,917 | $2,386-19.7% | $3,438-44.3% | $3,332-42.5% |
| Admin fee / account holder | $909 | $3,653-75.1% | $5,558-83.6% | $4,645-80.4% |