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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 | $10,354 | $57,590-82.0% | $86,233-88.0% | $82,448-87.4% |
| Participation rate | 94.7% | 57.9%+36.9pp | 69.0%+25.7pp | 68.1%+26.7pp |
| Annual return | 20.00% | 22.41%-2.4pp | 61.39%-41.4pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,599 | $1,655-3.4% | $2,504-36.2% | $2,551-37.3% |
| Participant deferral / active EE | $1,546 | $3,080-49.8% | $4,559-66.1% | $4,139-62.7% |
| Admin fee / account holder | $418 | $4,730-91.2% | $8,342-95.0% | $7,234-94.2% |