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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 | $13,090 | $81,233-83.9% | $155,567-91.6% | $80,874-83.8% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 14.14% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $431 | $3,101-86.1% | $4,674-90.8% | $2,756-84.3% |
| Participant deferral / active EE | $2,734 | $3,452-20.8% | $5,628-51.4% | $4,297-36.4% |
| Admin fee / account holder | $1,394 | $7,998-82.6% | $15,916-91.2% | $6,935-79.9% |