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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 | $14,905 | $63,809-76.6% | $81,353-81.7% | $80,935-81.6% |
| Participation rate | 89.3% | 63.9%+25.4pp | 69.5%+19.7pp | 67.7%+21.6pp |
| Annual return | 12.85% | 16.37%-3.5pp | 24.82%-12.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $5,784 | $1,981+192.0% | $2,464+134.8% | $2,757+109.8% |
| Participant deferral / active EE | $4,066 | $3,093+31.5% | $3,885+4.7% | $4,299-5.4% |
| Admin fee / account holder | $1,380 | $5,686-75.7% | $5,766-76.1% | $6,924-80.1% |