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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 | $8,390 | $76,407-89.0% | $150,298-94.4% | $82,448-89.8% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 21.66% | 39.99%-18.3pp | 62.79%-41.1pp | 41.64%-20.0pp |
| Employer contribution / active EE | $702 | $2,614-73.2% | $4,154-83.1% | $2,551-72.5% |
| Participant deferral / active EE | $1,186 | $3,214-63.1% | $5,453-78.2% | $4,139-71.3% |
| Admin fee / account holder | $846 | $6,352-86.7% | $14,116-94.0% | $7,234-88.3% |