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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 | $15,592 | $81,262-80.8% | $155,602-90.0% | $80,911-80.7% |
| Participation rate | 78.8% | 66.2%+12.5pp | 78.2%+0.6pp | 67.6%+11.1pp |
| Annual return | 14.19% | 33.34%-19.2pp | 64.81%-50.6pp | 35.63%-21.4pp |
| Employer contribution / active EE | $1,489 | $3,102-52.0% | $4,675-68.2% | $2,756-46.0% |
| Participant deferral / active EE | $1,925 | $3,451-44.2% | $5,629-65.8% | $4,297-55.2% |
| Admin fee / account holder | $2,889 | $7,992-63.8% | $15,923-81.9% | $6,935-58.3% |