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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 | $12,539 | $37,156-66.3% | $83,854-85.0% | $86,983-85.6% |
| Participation rate | 88.9% | 49.1%+39.8pp | 59.1%+29.8pp | 69.5%+19.3pp |
| Annual return | 19.38% | 29.88%-10.5pp | 31.39%-12.0pp | 25.83%-6.4pp |
| Employer contribution / active EE | $1,215 | $661+83.9% | $1,017+19.4% | $2,584-53.0% |
| Participant deferral / active EE | $3,803 | $1,418+168.2% | $2,035+86.8% | $4,194-9.3% |
| Admin fee / account holder | $1,107 | $2,510-55.9% | $3,197-65.4% | $7,856-85.9% |