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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 | $77,638-81.0% | $156,551-90.6% | $62,881-76.6% |
| Participation rate | 94.9% | 71.2%+23.7pp | 84.0%+10.9pp | 69.3%+25.6pp |
| Annual return | 14.56% | 50.33%-35.8pp | 32.23%-17.7pp | 20.14%-5.6pp |
| Employer contribution / active EE | $1,160 | $3,444-66.3% | $5,501-78.9% | $2,281-49.1% |
| Participant deferral / active EE | $3,226 | $3,046+5.9% | $4,871-33.8% | $3,203+0.7% |
| Admin fee / account holder | $744 | $5,561-86.6% | $13,028-94.3% | $4,296-82.7% |