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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 | $11,724 | $75,541-84.5% | $152,093-92.3% | $82,637-85.8% |
| Participation rate | 87.3% | 66.5%+20.8pp | 77.8%+9.5pp | 68.1%+19.2pp |
| Annual return | 14.79% | 32.56%-17.8pp | 66.36%-51.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $396 | $2,622-84.9% | $4,175-90.5% | $2,552-84.5% |
| Participant deferral / active EE | $1,594 | $3,206-50.3% | $5,451-70.8% | $4,126-61.4% |
| Admin fee / account holder | $809 | $6,405-87.4% | $14,497-94.4% | $7,339-89.0% |