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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 | $11,870 | $57,057-79.2% | $85,009-86.0% | $80,874-85.3% |
| Participation rate | 88.2% | 56.4%+31.9pp | 67.5%+20.7pp | 67.6%+20.6pp |
| Annual return | 14.09% | 21.66%-7.6pp | 66.47%-52.4pp | 35.62%-21.5pp |
| Employer contribution / active EE | $764 | $1,799-57.5% | $2,728-72.0% | $2,756-72.3% |
| Participant deferral / active EE | $2,614 | $3,112-16.0% | $4,522-42.2% | $4,297-39.2% |
| Admin fee / account holder | $539 | $4,986-89.2% | $6,153-91.2% | $6,935-92.2% |