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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 | $86,050-77.6% | $189,758-89.8% | $94,015-79.5% |
| Participation rate | 93.8% | 68.9%+24.9pp | 79.8%+14.0pp | 70.8%+22.9pp |
| Annual return | 16.46% | 17.77%-1.3pp | 52.62%-36.2pp | 17.84%-1.4pp |
| Employer contribution / active EE | $788 | $2,819-72.1% | $4,767-83.5% | $2,790-71.8% |
| Participant deferral / active EE | $2,581 | $3,349-22.9% | $5,856-55.9% | $4,249-39.3% |
| Admin fee / account holder | $795 | $6,627-88.0% | $20,388-96.1% | $8,951-91.1% |