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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 | $12,347 | $37,446-67.0% | $77,552-84.1% | $79,856-84.5% |
| Participation rate | 98.0% | 41.5%+56.5pp | 54.2%+43.8pp | 69.6%+28.4pp |
| Annual return | 12.96% | 39.76%-26.8pp | 54.82%-41.9pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,140 | $637+235.8% | $987+116.9% | $2,471-13.4% |
| Participant deferral / active EE | $1,824 | $1,261+44.7% | $1,861-2.0% | $3,741-51.2% |
| Admin fee / account holder | $682 | $2,506-72.8% | $2,859-76.2% | $5,306-87.2% |