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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 | $16,765 | $54,763-69.4% | $90,324-81.4% | $72,976-77.0% |
| Participation rate | 86.8% | 65.2%+21.7pp | 73.3%+13.6pp | 69.5%+17.4pp |
| Annual return | 22.12% | 30.63%-8.5pp | 78.15%-56.0pp | 81.02%-58.9pp |
| Employer contribution / active EE | $967 | $2,093-53.8% | $2,856-66.1% | $2,440-60.4% |
| Participant deferral / active EE | $1,979 | $2,887-31.5% | $3,885-49.1% | $3,608-45.1% |
| Admin fee / account holder | $11,870 | $3,973+198.7% | $5,356+121.6% | $5,124+131.6% |