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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 | $10,899 | $57,140-80.9% | $85,240-87.2% | $80,959-86.5% |
| Participation rate | 97.3% | 56.4%+40.9pp | 67.5%+29.8pp | 67.7%+29.6pp |
| Annual return | 13.17% | 21.71%-8.5pp | 66.75%-53.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,946 | $1,802+8.0% | $2,735-28.9% | $2,757-29.4% |
| Participant deferral / active EE | $3,657 | $3,115+17.4% | $4,527-19.2% | $4,300-15.0% |
| Admin fee / account holder | $2,091 | $4,992-58.1% | $6,165-66.1% | $6,925-69.8% |