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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 | $13,814 | $62,592-77.9% | $85,709-83.9% | $85,847-83.9% |
| Participation rate | 87.9% | 61.1%+26.8pp | 69.9%+18.0pp | 69.3%+18.6pp |
| Annual return | 26.00% | 23.77%+2.2pp | 21.49%+4.5pp | 318.61%-292.6pp |
| Employer contribution / active EE | $999 | $1,755-43.1% | $2,619-61.8% | $2,565-61.1% |
| Participant deferral / active EE | $2,829 | $2,802+1.0% | $3,924-27.9% | $3,952-28.4% |
| Admin fee / account holder | $1,499 | $4,643-67.7% | $6,876-78.2% | $6,261-76.1% |