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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 | $19,164 | $81,331-76.4% | $155,534-87.7% | $80,935-76.3% |
| Participation rate | 91.7% | 66.3%+25.4pp | 78.2%+13.4pp | 67.7%+24.0pp |
| Annual return | 10.77% | 33.37%-22.6pp | 64.92%-54.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $886 | $3,105-71.5% | $4,675-81.1% | $2,757-67.9% |
| Participant deferral / active EE | $2,612 | $3,454-24.4% | $5,630-53.6% | $4,299-39.2% |
| Admin fee / account holder | $1,173 | $7,999-85.3% | $15,900-92.6% | $6,924-83.1% |