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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 | $19,291 | $78,690-75.5% | $161,489-88.1% | $87,485-77.9% |
| Participation rate | 93.8% | 67.5%+26.3pp | 78.7%+15.1pp | 68.9%+24.8pp |
| Annual return | 16.46% | 32.74%-16.3pp | 89.72%-73.3pp | 26.06%-9.6pp |
| Employer contribution / active EE | $788 | $2,588-69.6% | $4,268-81.5% | $2,596-69.7% |
| Participant deferral / active EE | $2,581 | $3,311-22.0% | $5,630-54.1% | $4,274-39.6% |
| Admin fee / account holder | $795 | $6,724-88.2% | $16,006-95.0% | $7,775-89.8% |