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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 | $18,438 | $77,638-76.3% | $156,551-88.2% | $62,881-70.7% |
| Participation rate | 95.1% | 71.2%+23.9pp | 84.0%+11.1pp | 69.3%+25.8pp |
| Annual return | 6.91% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $703 | $3,444-79.6% | $5,501-87.2% | $2,281-69.2% |
| Participant deferral / active EE | $3,010 | $3,046-1.2% | $4,871-38.2% | $3,203-6.0% |
| Admin fee / account holder | $2,041 | $5,561-63.3% | $13,028-84.3% | $4,296-52.5% |