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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 | $19,019 | $66,431-71.4% | $109,916-82.7% | $85,851-77.8% |
| Participation rate | 91.7% | 63.9%+27.8pp | 74.2%+17.4pp | 69.3%+22.3pp |
| Annual return | 13.04% | 19.59%-6.6pp | 29.46%-16.4pp | 318.63%-305.6pp |
| Employer contribution / active EE | $1,485 | $1,688-12.0% | $2,844-47.8% | $2,565-42.1% |
| Participant deferral / active EE | $3,381 | $2,844+18.9% | $4,047-16.5% | $3,952-14.5% |
| Admin fee / account holder | $3,197 | $4,559-29.9% | $6,069-47.3% | $6,261-48.9% |