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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 | $56,060-73.9% | $76,002-80.8% | $80,874-81.9% |
| Participation rate | 89.6% | 62.0%+27.5pp | 69.1%+20.5pp | 67.6%+21.9pp |
| Annual return | 16.40% | 20.54%-4.1pp | 360.07%-343.7pp | 35.62%-19.2pp |
| Employer contribution / active EE | $995 | $1,873-46.9% | $2,688-63.0% | $2,756-63.9% |
| Participant deferral / active EE | $2,614 | $3,051-14.3% | $4,257-38.6% | $4,297-39.2% |
| Admin fee / account holder | $994 | $5,237-81.0% | $6,414-84.5% | $6,935-85.7% |