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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 | $28,913 | $57,065-49.3% | $75,670-61.8% | $70,131-58.8% |
| Participation rate | 96.6% | 68.1%+28.5pp | 72.3%+24.2pp | 69.5%+27.0pp |
| Annual return | 14.17% | 23.57%-9.4pp | 27.34%-13.2pp | 73.14%-59.0pp |
| Employer contribution / active EE | $765 | $1,817-57.9% | $2,352-67.5% | $2,342-67.4% |
| Participant deferral / active EE | $1,778 | $2,580-31.1% | $3,142-43.4% | $3,332-46.6% |
| Admin fee / account holder | $9,011 | $3,825+135.6% | $5,800+55.4% | $4,645+94.0% |