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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 | $18,118 | $77,638-76.7% | $156,551-88.4% | $62,881-71.2% |
| Participation rate | 97.0% | 71.2%+25.8pp | 84.0%+13.0pp | 69.3%+27.7pp |
| Annual return | 6.92% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $512 | $3,444-85.1% | $5,501-90.7% | $2,281-77.6% |
| Participant deferral / active EE | $2,615 | $3,046-14.1% | $4,871-46.3% | $3,203-18.4% |
| Admin fee / account holder | $2,559 | $5,561-54.0% | $13,028-80.4% | $4,296-40.4% |