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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 | $14,729 | $54,763-73.1% | $90,324-83.7% | $72,976-79.8% |
| Participation rate | 95.5% | 65.2%+30.3pp | 73.3%+22.2pp | 69.5%+26.0pp |
| Annual return | 19.62% | 30.63%-11.0pp | 78.15%-58.5pp | 81.02%-61.4pp |
| Employer contribution / active EE | $1,041 | $2,093-50.3% | $2,856-63.6% | $2,440-57.3% |
| Participant deferral / active EE | $2,422 | $2,887-16.1% | $3,885-37.7% | $3,608-32.9% |
| Admin fee / account holder | $844 | $3,973-78.8% | $5,356-84.2% | $5,124-83.5% |