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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 | $12,587 | $49,177-74.4% | $79,466-84.2% | $64,173-80.4% |
| Participation rate | 86.8% | 65.0%+21.8pp | 73.3%+13.5pp | 69.6%+17.3pp |
| Annual return | 9.95% | -1.16%+11.1pp | 718.28%-708.3pp | 7.63%+2.3pp |
| Employer contribution / active EE | $282 | $2,076-86.4% | $2,800-89.9% | $2,381-88.2% |
| Participant deferral / active EE | $1,545 | $2,821-45.2% | $3,704-58.3% | $3,470-55.5% |
| Admin fee / account holder | $754 | $3,839-80.3% | $5,104-85.2% | $4,887-84.6% |