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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 | $14,782 | $77,901-81.0% | $149,717-90.1% | $75,181-80.3% |
| Participation rate | 86.4% | 65.6%+20.8pp | 78.8%+7.6pp | 67.2%+19.2pp |
| Annual return | 19.94% | 31.73%-11.8pp | 134.41%-114.5pp | 160.69%-140.7pp |
| Employer contribution / active EE | $809 | $3,137-74.2% | $4,820-83.2% | $2,671-69.7% |
| Participant deferral / active EE | $2,172 | $3,411-36.3% | $5,682-61.8% | $4,126-47.4% |
| Admin fee / account holder | $1,052 | $5,949-82.3% | $13,213-92.0% | $5,650-81.4% |