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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 | $57,057-80.9% | $85,009-87.2% | $80,874-86.5% |
| Participation rate | 97.3% | 56.4%+40.9pp | 67.5%+29.8pp | 67.6%+29.7pp |
| Annual return | 13.17% | 21.66%-8.5pp | 66.47%-53.3pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,946 | $1,799+8.2% | $2,728-28.7% | $2,756-29.4% |
| Participant deferral / active EE | $3,657 | $3,112+17.5% | $4,522-19.1% | $4,297-14.9% |
| Admin fee / account holder | $2,091 | $4,986-58.1% | $6,153-66.0% | $6,935-69.9% |