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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 | $12,999 | $37,156-65.0% | $83,854-84.5% | $86,983-85.1% |
| Participation rate | 92.0% | 49.1%+42.9pp | 59.1%+32.9pp | 69.5%+22.5pp |
| Annual return | 18.98% | 29.88%-10.9pp | 31.39%-12.4pp | 25.83%-6.9pp |
| Employer contribution / active EE | $1,016 | $661+53.7% | $1,017-0.1% | $2,584-60.7% |
| Participant deferral / active EE | $4,098 | $1,418+189.0% | $2,035+101.4% | $4,194-2.3% |
| Admin fee / account holder | $574 | $2,510-77.1% | $3,197-82.0% | $7,856-92.7% |