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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 | $11,277 | $57,140-80.3% | $85,240-86.8% | $80,959-86.1% |
| Participation rate | 83.3% | 56.4%+26.9pp | 67.5%+15.8pp | 67.7%+15.7pp |
| Annual return | 22.43% | 21.71%+0.7pp | 66.75%-44.3pp | 35.67%-13.2pp |
| Employer contribution / active EE | $888 | $1,802-50.7% | $2,735-67.5% | $2,757-67.8% |
| Participant deferral / active EE | $3,406 | $3,115+9.3% | $4,527-24.8% | $4,300-20.8% |
| Admin fee / account holder | $2,728 | $4,992-45.3% | $6,165-55.7% | $6,925-60.6% |