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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 | $12,943 | $36,948-65.0% | $73,658-82.4% | $87,485-85.2% |
| Participation rate | 85.5% | 46.8%+38.7pp | 57.0%+28.5pp | 68.9%+16.6pp |
| Annual return | 19.55% | 28.64%-9.1pp | 29.72%-10.2pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,153 | $670+72.1% | $1,032+11.7% | $2,596-55.6% |
| Participant deferral / active EE | $1,894 | $1,379+37.3% | $2,062-8.1% | $4,274-55.7% |
| Admin fee / account holder | $2,057 | $2,531-18.7% | $3,357-38.7% | $7,775-73.5% |