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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 | $11,563 | $57,057-79.7% | $85,009-86.4% | $80,874-85.7% |
| Participation rate | 74.6% | 56.4%+18.2pp | 67.5%+7.1pp | 67.6%+7.0pp |
| Annual return | 13.96% | 21.66%-7.7pp | 66.47%-52.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,414 | $1,799-21.4% | $2,728-48.2% | $2,756-48.7% |
| Participant deferral / active EE | $2,933 | $3,112-5.7% | $4,522-35.1% | $4,297-31.7% |
| Admin fee / account holder | $1,187 | $4,986-76.2% | $6,153-80.7% | $6,935-82.9% |