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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 | $57,119-79.2% | $85,187-86.1% | $80,935-85.3% |
| Participation rate | 88.2% | 56.4%+31.8pp | 67.5%+20.7pp | 67.7%+20.6pp |
| Annual return | 14.09% | 21.70%-7.6pp | 66.67%-52.6pp | 35.66%-21.6pp |
| Employer contribution / active EE | $764 | $1,802-57.6% | $2,732-72.0% | $2,757-72.3% |
| Participant deferral / active EE | $2,614 | $3,115-16.1% | $4,525-42.2% | $4,299-39.2% |
| Admin fee / account holder | $539 | $4,990-89.2% | $6,162-91.3% | $6,924-92.2% |