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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 | $15,138 | $45,050-66.4% | $63,018-76.0% | $70,126-78.4% |
| Participation rate | 87.1% | 69.5%+17.6pp | 74.8%+12.3pp | 69.5%+17.6pp |
| Annual return | 20.73% | 18.76%+2.0pp | 87.62%-66.9pp | 73.15%-52.4pp |
| Employer contribution / active EE | $616 | $2,052-70.0% | $2,761-77.7% | $2,343-73.7% |
| Participant deferral / active EE | $1,464 | $2,466-40.6% | $3,330-56.0% | $3,332-56.1% |
| Admin fee / account holder | $1,286 | $2,834-54.6% | $3,601-64.3% | $4,645-72.3% |