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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 | $10,456 | $81,358-87.1% | $155,556-93.3% | $80,959-87.1% |
| Participation rate | 94.3% | 66.3%+28.0pp | 78.2%+16.1pp | 67.7%+26.6pp |
| Annual return | 11.87% | 33.39%-21.5pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,244 | $3,106-60.0% | $4,675-73.4% | $2,757-54.9% |
| Participant deferral / active EE | $2,735 | $3,455-20.9% | $5,631-51.4% | $4,300-36.4% |
| Admin fee / account holder | $551 | $7,994-93.1% | $15,885-96.5% | $6,925-92.0% |