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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 | $9,840 | $77,814-87.4% | $158,223-93.8% | $86,983-88.7% |
| Participation rate | 94.4% | 68.4%+26.0pp | 79.2%+15.2pp | 69.5%+24.8pp |
| Annual return | 13.94% | 30.54%-16.6pp | 52.09%-38.1pp | 25.83%-11.9pp |
| Employer contribution / active EE | $1,698 | $2,592-34.5% | $4,109-58.7% | $2,584-34.3% |
| Participant deferral / active EE | $2,342 | $3,270-28.4% | $5,467-57.2% | $4,194-44.2% |
| Admin fee / account holder | $1,252 | $5,879-78.7% | $16,047-92.2% | $7,856-84.1% |