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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 | $18,941 | $49,177-61.5% | $79,467-76.2% | $64,173-70.5% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.3%+14.9pp | 69.6%+18.7pp |
| Annual return | 9.84% | -1.16%+11.0pp | 718.30%-708.5pp | 7.63%+2.2pp |
| Employer contribution / active EE | $401 | $2,076-80.7% | $2,800-85.7% | $2,381-83.2% |
| Participant deferral / active EE | $4,143 | $2,821+46.8% | $3,704+11.9% | $3,470+19.4% |
| Admin fee / account holder | $759 | $3,839-80.2% | $5,104-85.1% | $4,887-84.5% |