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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 | $10,849 | $81,233-86.6% | $155,567-93.0% | $80,874-86.6% |
| Participation rate | 74.4% | 66.2%+8.2pp | 78.2%-3.8pp | 67.6%+6.7pp |
| Annual return | 19.31% | 33.33%-14.0pp | 64.74%-45.4pp | 35.62%-16.3pp |
| Employer contribution / active EE | $1,167 | $3,101-62.4% | $4,674-75.0% | $2,756-57.7% |
| Participant deferral / active EE | $2,439 | $3,452-29.3% | $5,628-56.7% | $4,297-43.2% |
| Admin fee / account holder | $1,863 | $7,998-76.7% | $15,916-88.3% | $6,935-73.1% |