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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 | $14,166 | $93,064-84.8% | $74,577-81.0% | $273,972-94.8% |
| Participation rate | 90.9% | 74.9%+16.0pp | 68.1%+22.8pp | 83.0%+7.9pp |
| Annual return | 3.71% | 26.18%-22.5pp | 20.47%-16.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,833 | $3,160-42.0% | $2,525-27.4% | $4,869-62.4% |
| Participant deferral / active EE | $498 | $4,160-88.0% | $3,458-85.6% | $5,287-90.6% |
| Admin fee / account holder | $3,728 | $5,273-29.3% | $4,138-9.9% | $10,133-63.2% |