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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 | $14,611 | $55,902-73.9% | $76,030-80.8% | $80,959-82.0% |
| Participation rate | 89.6% | 62.1%+27.5pp | 69.1%+20.5pp | 67.7%+21.9pp |
| Annual return | 16.40% | 20.59%-4.2pp | 361.54%-345.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $995 | $1,867-46.7% | $2,688-63.0% | $2,757-63.9% |
| Participant deferral / active EE | $2,614 | $3,051-14.3% | $4,257-38.6% | $4,300-39.2% |
| Admin fee / account holder | $994 | $5,239-81.0% | $6,421-84.5% | $6,925-85.6% |