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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 | $15,619 | $48,078-67.5% | $78,676-80.1% | $62,881-75.2% |
| Participation rate | 91.4% | 65.2%+26.2pp | 73.6%+17.9pp | 69.3%+22.1pp |
| Annual return | 8.65% | 31.36%-22.7pp | 62.19%-53.5pp | 20.14%-11.5pp |
| Employer contribution / active EE | $989 | $2,015-50.9% | $2,850-65.3% | $2,281-56.6% |
| Participant deferral / active EE | $1,360 | $2,587-47.4% | $3,517-61.3% | $3,203-57.5% |
| Admin fee / account holder | $1,852 | $3,206-42.2% | $4,510-58.9% | $4,296-56.9% |