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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 | $9,008 | $37,446-75.9% | $77,513-88.4% | $79,852-88.7% |
| Participation rate | 89.3% | 41.5%+47.8pp | 54.2%+35.1pp | 69.6%+19.6pp |
| Annual return | 17.42% | 39.76%-22.3pp | 54.81%-37.4pp | 31.72%-14.3pp |
| Employer contribution / active EE | $942 | $637+47.8% | $987-4.6% | $2,471-61.9% |
| Participant deferral / active EE | $2,870 | $1,261+127.6% | $1,861+54.2% | $3,740-23.3% |
| Admin fee / account holder | $3,434 | $2,506+37.0% | $2,859+20.1% | $5,306-35.3% |