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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 | $12,947 | $55,889-76.8% | $76,119-83.0% | $80,935-84.0% |
| Participation rate | 79.3% | 62.1%+17.2pp | 69.1%+10.2pp | 67.7%+11.6pp |
| Annual return | 10.44% | 20.58%-10.1pp | 361.25%-350.8pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,002 | $1,866-46.3% | $2,693-62.8% | $2,757-63.6% |
| Participant deferral / active EE | $2,381 | $3,051-22.0% | $4,259-44.1% | $4,299-44.6% |
| Admin fee / account holder | $362 | $5,241-93.1% | $6,421-94.4% | $6,924-94.8% |