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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 | $56,544-48.9% | $75,501-61.7% | $70,126-58.8% |
| Participation rate | 96.6% | 68.1%+28.4pp | 72.4%+24.2pp | 69.5%+27.0pp |
| Annual return | 14.17% | 23.59%-9.4pp | 27.35%-13.2pp | 73.15%-59.0pp |
| Employer contribution / active EE | $765 | $1,817-57.9% | $2,352-67.5% | $2,343-67.4% |
| Participant deferral / active EE | $1,778 | $2,580-31.1% | $3,142-43.4% | $3,332-46.6% |
| Admin fee / account holder | $9,011 | $3,827+135.5% | $5,801+55.4% | $4,645+94.0% |