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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 | $13,029 | $36,948-64.7% | $73,658-82.3% | $87,485-85.1% |
| Participation rate | 78.0% | 46.8%+31.2pp | 57.0%+21.0pp | 68.9%+9.1pp |
| Annual return | 18.94% | 28.64%-9.7pp | 29.72%-10.8pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,319 | $670+96.9% | $1,032+27.8% | $2,596-49.2% |
| Participant deferral / active EE | $2,133 | $1,379+54.7% | $2,062+3.5% | $4,274-50.1% |
| Admin fee / account holder | $919 | $2,531-63.7% | $3,357-72.6% | $7,775-88.2% |