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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 | $57,073-79.7% | $85,126-86.4% | $80,925-85.7% |
| Participation rate | 74.6% | 56.4%+18.2pp | 67.5%+7.1pp | 67.7%+6.9pp |
| Annual return | 13.96% | 21.69%-7.7pp | 66.63%-52.7pp | 35.65%-21.7pp |
| Employer contribution / active EE | $1,414 | $1,801-21.5% | $2,731-48.2% | $2,756-48.7% |
| Participant deferral / active EE | $2,933 | $3,113-5.8% | $4,523-35.2% | $4,299-31.8% |
| Admin fee / account holder | $1,187 | $4,988-76.2% | $6,160-80.7% | $6,940-82.9% |