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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 | $15,568 | $45,041-65.4% | $63,003-75.3% | $70,131-77.8% |
| Participation rate | 76.4% | 69.5%+6.9pp | 74.8%+1.6pp | 69.5%+6.9pp |
| Annual return | 16.13% | 18.76%-2.6pp | 87.59%-71.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $670 | $2,052-67.4% | $2,760-75.7% | $2,342-71.4% |
| Participant deferral / active EE | $1,381 | $2,465-44.0% | $3,329-58.5% | $3,332-58.5% |
| Admin fee / account holder | $1,015 | $2,836-64.2% | $3,600-71.8% | $4,645-78.1% |