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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 | $9,413 | $51,638-81.8% | $68,368-86.2% | $82,448-88.6% |
| Participation rate | 88.5% | 63.6%+24.9pp | 73.8%+14.7pp | 68.1%+20.4pp |
| Annual return | 15.56% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $904 | $2,047-55.8% | $2,649-65.9% | $2,551-64.6% |
| Participant deferral / active EE | $2,759 | $2,914-5.3% | $4,123-33.1% | $4,139-33.3% |
| Admin fee / account holder | $940 | $4,643-79.8% | $5,150-81.8% | $7,234-87.0% |