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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 | $12,798 | $67,894-81.2% | $89,340-85.7% | $82,448-84.5% |
| Participation rate | 83.1% | 64.0%+19.0pp | 69.6%+13.5pp | 68.1%+15.0pp |
| Annual return | 18.62% | 19.21%-0.6pp | 20.57%-1.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,460 | $1,828-20.1% | $2,231-34.6% | $2,551-42.8% |
| Participant deferral / active EE | $1,828 | $3,072-40.5% | $3,823-52.2% | $4,139-55.8% |
| Admin fee / account holder | $891 | $5,723-84.4% | $6,704-86.7% | $7,234-87.7% |